Replies to post #149904 on Biotech Values

[iwfal]

ARQL -

"lets do a biomarker trial, sorta, but lets not truly drill down to the patients which will show the most success."

In fairness to ARQL the Met marker is probably a substantially stronger prognostic of treatment efficacy than most "Biomarker X"s are to "X inhibitor". And the move to such targeted therapies was just gathering steam when the ARQL ph ii finished.

[caravon]

Just one more comment.

The Roche Metmab Ph2 NSCLC has failed to show OS benefits in a general ITT population. However, Roche post-trial analysis showed that only c-Met+ pts highly benefited from MetMab. For c-Met- population, MetMab was highly detrimental (HR=1.87 for OS). Roche did not kill its MetMab program in NSCLC. Instead, based on this info, Roche/Genentech went ahead with the present Ph3 trial exclusively for c-Met+ NSCLC population.

As for MARQUEE Clinical Trial, nobody knows yet (including the present ARQL CEO) the pts c-Met status and/or whether trial-arms where properly c-Met+ populated and balanced to meet the trial primary endpoint.