Replies to post #143551 on Biotech Values

[iwfal]

ARQL -

I have seen literature that aligned quite well with both ARQL and Roche's findings.

Thanks for the papers with larger data samples, but they too do not really align with ARQL's data which showed 78% high met in adeno and 6.5x greater prevalence of that level of high met in adeno than in squamous.

E.g. the data from your first cite (which is a closer analysis to IHC since the second paper is mRNA data) is:

Met Level     +++  ++   +    - 
 Adeno         19%  13%  40%  28% 
 Squamous      0%   15%  23%  61%

In order to get 78% high they have to include the entire non-negative category. And at the same threshold squamous is 38% - a 2x ratio (not 6.5x as per ARQL data).

PS I will stipulate that for the super high expressors (i.e. the top 10% of nsclc) the ratio of ADC vs SCC is much much higher - but clearly neither Roche nor ARQL are drawing the line at those super-high expressors.

PPS On my original post I should have been clear that I acknowledge that the small data sets in my cites made them somewhat error prone - i.e. that truth was probably somewhere between them and the ARQL data. (In a PM I was a little more careful in my wording). C'est la vie. Nonetheless I think my point still stands as a significant risk for ARQL.