Replies to post #149873 on Biotech Values

[mcbio]

But, it's Deadsville money for a long time.

If the Phase 2 CRC data due end of this year/early next year comes back positive, I disagree. It could give confidence in tivantinib going forward by showing the utility in specifically screening based on MET level up-front as it would be two successive Phase 2 trials where they showed the benefit of such screening.

[jq1234]

FWIW I did not average down today, more to do with concern of overall market. If it stays here, IMO it is compelling because I do believe ph3 outcome is likely correlated with Met level. If it does, it will bring some confidence back to Tivantinib as oral Met inhibitor. Even with this setback, Tivantinib is still the leading oral (single target) Met inhibitor. MetMab is in the lead, but it is an mAb.