Replies to post #147488 on Biotech Values

[Robert C Jonson]

6 million people? Each bought ONE share? Is this the same logic you use to conclude bavi works?

Whoops! You're absolutely right, I was asleep at the switch about how many people, but I trust you got my point. So far as my logic concerning Bavi, you'll have to decide that for yourself. Nevertheless, I don't believe Dew, nor anybody else, knows at this point whether or not Bavi will be a failure. As Peter has opined, the numbers will tell the tale.

[mcbio]

6 million people? Each bought ONE share? Is this the same logic you use to conclude bavi works?

LOL

The article brought a good point on 1st line NSCLC. IMO, based on supposed mechanism of action of bavi, if it doesn't work in 1st line NSCLC, there is no reason it should work in 2nd line NSCLC. Instead of waiting OS data from 2nd line, should look for 1st line OS data.

Seems like fair points to me.

[NP1986]

IMO, based on supposed mechanism of action of bavi, if it doesn't work in 1st line NSCLC, there is no reason it should work in 2nd line NSCLC. Instead of waiting OS data from 2nd line, should look for 1st line OS data.

I agree for the most part. It does have a supposedly novel MOA, so it's possible that it works better in combination with docetaxel than a platinum doublet. Furthermore, it is generally more difficult to demonstrate OS improvement in front-line clinical trials. Nonetheless, given the purported magnitude of the benefit in the second line trial, one would expect to see at least a hint of benefit in the front-line trial if the signal is "real".