Replies to post #153756 on Biotech Values

[mcbio]

FWIW they look very good in the patients who are both high G and TN. And I would guess that the effect actually gets better in OS than in PFS, since even though they allowed xover the OS results and the PFS results were comparable. I'd guess that that is probably a significant part of the explanation as to why they chose OS as the primary endpoint in the ph iii.

Stat sig on OS in high G/TN in study not powered for it. Results look good to me. Anxious to see how the market responds on Monday.

[jq1234]

CLDX: High G result is very consistent with high G and TN as well, the differences are IC arms. Go with high G and TN first because of much higher chance for success at this point. They probably should investigate high G more, maybe high than 25% cutoff as high G group.

SABCS poster CDX011: http://www.celldextherapeutics.com/pdf/SABCS-2012-EMERGE-FINAL.pdf