Replies to post #162581 on Biotech Values

[jaybe]

True I didn't study the trial's inclusion/exclusion criteria but still surprising that with IC50 for parental ALK at 4-5 times lower than Criz, LDK yields similar RR. I assumed Medscape did some comparison before making this post-ASCO presentation.

http://img.medscape.com/images/805/623/805623_slides.ppt

I see LDK will go head to head with pemexetred both in Criz naive and Criz resistant in the PH3 trials. in PH3 Criz showed PFS of 7.7 mos. vs. 4.2 mos. PEM, and ORR was 66% vs. 29% PEM.

Just my opinion but I think LDK's PH3 results will be similar to Criz results, not show a 2nd gen improvement.