Replies to post #162658 on Biotech Values

[jaybe]

jq appreciate your thoroughness, hard to RECIST data...

I get your point about Criz...the heavily pre-treated study A only yielded 50% ORR, so LDK's 60% ORR starting to look more impressive. Still think LDK's toxicity is a little too retro.

I wouldn't assume anything about '113 in Criz-naive with only 4 patients. I've grown to be more trusting of Ariad's conservative data presentations over Novartis-types, so I'm still optimistic that '113 will have 70%+ RECIST ORR in Criz-resistant at ESMO.

Did you know if Chugai has any RECIST confirmed data?