Replies to post #169525 on Biotech Values

[mcbio]

Re: ARQL 3Q13 CC notes

Interesting part of the CC for me occurred around the 45 minute mark during Q&A. A few notes on that part of CC:

1. Exposure of tivantinib in HCC patients is 2-3 fold higher than in non-HCC patients.
2. There is difference in exposure between capsule form used in P2 and tablet form now being used in P3.
3. ARQL believes the phenomenon of greater drug exposure in HCC patients is due to HCC patients having poor clearance of the drug and being poor metabolizers.
4. ARQL believes that the exposure of 120mg tablet dose now being used in P3 HCC is similar to range seen in 240mg capsule dose that was used in P2 HCC trial.

Also, it was noted earlier in CC that tivantinib patent life runs to about 2030.