Replies to post #151635 on Biotech Values

[jq1234]

ARQ197 HCC: Because Met+ patients typically have much worse OS outcome than Met- patients. This is not only true in HCC but also in NSCLC, see Roche MetMab trial. What Met inhibitor does is to bring Met+ patients OS inline with Met- patients. If you look at ARQ197 2nd line HCC ITT population, placebo arm MOS 6.2 months (generally I don't think anyone should look at MOS without HR because HR is more consistent), which is more inline with overall 2nd line HCC. What

Here is a discussion on MetMab and Tivantinib in NSCLC:

http://www.onclive.com/publications/targeted-therapies/2012/June-2012/Clinical-Trial-Profiles-MetMAb-and-ARQ-197-in-NonSmall-Cell-Lung-Cancer

In general, patients with low-MET tumors have a better prognosis, Spigel said, adding that in the MetMAb/erlotinib trial, survival outcomes for patients with high-MET tumors (and a poor prognosis) were raised to the level of the low-MET group treated with erlotinib alone.

[DewDiligence]

ARQL discloses departure of CSO:

http://www.sec.gov/Archives/edgar/data/1019695/000118811212003287/t74956_8k.htm