Replies to post #164635 on Biotech Values

[biomaven0]

On paper, the two drugs look very similar.

But not in the clinic, albeit still a small sample for the Celgene drug. Results last month at EHA for their Phase I showed an ORR of just under 50% vs. just under 90% for ibrutinib in a roughly comparable population of R/R CLL. My guess is they focus on combo therapy, assuming they even move forward at all given how far behind it is.

Peter