Replies to post #153824 on Biotech Values

[mcbio]

Not to pursue high G itself at this point is a good decision IMO. Focus on the most likely to succeed with the smallest possible ph3 trial. Even if crossover explains your concern, I would not go to ph3 with high G at this point until after exploring higher than 25% cutoff for GPNMB.

If CLDX lands a partner for 011 in the not too distant future, I would fully expect a large partner to pursue high G, not to mention perhaps some of the additional potential indications for 011 beyond breast cancer, namely 3rd-line melanoma, lymphoma, osteosarcoma, squamous cell lung (CLDX disclosed these additional potential indications at the recent Lazard conference).

[p3analyze]

Again the information is in the fine print of poster. The median OS of the 15 subjects that crosses over was 12.5 months, so you are right it would strengthen the buy case a lot. Could someone confirm this?