Replies to post #149347 on Biotech Values

[BTH]

ARQL. OK, my bad. It's a great looking chart that has performed exceptionally this year. 8.32 to 5.00, it looks like MARQUEE is a sure bet for success.

Any comments?

[Summer2762]

The co announced last week (at UBS) that it has been couple months since the MARQUEE trial hit 375th event. The seller might be thinking that this is earlier than expected (which I also kinda do but I am not the seller). On top of that I am having a hard time believing the median OS of the patients control arm will be ~7m.

Does anyone have any insight about the differences between the P2 non-squamous subgroup and the expected MARQUEE trial's patient population? Shall we expect a larger KRAS mutant ratio?

Thanks

[BTH]

Well?

Chart had been telling the "story" on this for past few weeks; so did the very bearish options print.