Replies to post #153154 on Biotech Values

[caravon]

"you're including the trial that was stopped for futility and the one that stopped enrolling due to the unresolved ILD issue??? "

Yes. Attention trial has enrolled over 300 pts and it is going on
Marquee trial will have more than 700 death events.

These are clinical data with lots of Tivantinib information to analyze. At the same time MetMab's pool of data is very limited, therefore, Roche must be very caution moving forward.

Now, you and I agree that Tivantinib and Medmab are very different drugs. I expect that these drugs will have very different side-effects profiles not mentioning a huge drug-administration price deferential. Consequently, there will not be a need for head-to-head trials.