Replies to post #143409 on Biotech Values

[Summer2762]

I think the lack of early OS advantage is due to the reverse relationship between the age of the patients and the PFS advantage vs direct relationship between the age of the patients and OS advantage.

For example, the median PFS (placebo) is 5.5m vs 11m for <65 vs >75yrs old patients. (Page 19 of the presentation). In absolute (median) terms Zytiga adds about the same # of months to the PFS for all patients. However, the OS advantage is as expected. Younger patients live longer.

This, I believe, is due to the prostate tumor growth being slow in the older patients.

I believe the OS advantage will kick in and there wont be a discussion whether zytiga provides OS advantage.

Furthermore, crossovers were already happening as Zytiga was available after the chemo. Page 17.