Replies to post #149901 on Biotech Values

[mcbio]

At this point, even if they did another Phase 3, it would likely be throwing MORE money down the drain considering MetMab is likely to succeed in the patient set that tivantinib would be most suiited for. Ergo, tivantinib in NSCLC is a goner.

You're pretty much preaching to the choir here as I'm not the one who needs convincing; it's caravon. I guess my only question is if there are NSCLC sub-populations that MetMab is not targeting then perhaps there could be a path forward. But, if MetMab has a broad label then I guess it really wouldn't matter anyways. I default back to the CEO's lack of optimism on NSCLC specifically, when he had every intention to offer a glimmer of hope on such a dismal day, speaks volumes.

I do think they have a shot in the other indications going forward where they will be screening for MET levels and will presumably be in better competitive position, which is why I now have a small position.