Replies to post #153109 on Biotech Values

[bladerunner1717]

Thanks, Don.

Would you be a buyer of ARQL at these prices? Is the HCC indication enough to make you a buyer?


Bladerunner

[jq1234]

For example, ARQL enrolled non-squamous nsclc hoping it would capture a high percentage of MET+ pts however in the MetMab trial the hazard ratio for PFS in this same patient population was only .98 The same is true for the mutant KRAS cohort where MetMab basically showed no improvement over placebo (HR=1.04) while Tivantinib had an HR=0.18.

I would caution when compare ARQ197 ph2 vs MetMab ph2 literally because ARQL didn't have all patient samples tested via IHC, thus we don't know the true composition of Met high vs low. Bold above could be easily explained by the composition of Met high vs low in ARQL ph2 trial different from MetMab trial, mutant KRAS cohort result in ARQL ph2 might be skewed due to unusually high Met high patients in that small sample.

[caravon]

Speaking about ARQL and NSCLC, according to Lazard's presentation, there are still 4 Tivantinib clinical trials are going including Marquee.

Consequently, at this moment, it is too early to discuss Roche's Metmab 1st-to-market NSCLC advantage. Roche's NSCLC trial will have just 480 pts and will take 4 years to complete. They could easily enroll and complete the trial in under 2 years but they are not rushing...