Replies to post #171019 on Biotech Values

[iwfal]

GERN -

I am more skeptical of that then you. Perhaps true. But perhaps not. Lots of things in life (and medicine) that are secondary to the causative event are not fixed by fixing the cause.

E.g. one month ago there was reference to 4 CRs (presumably blood/bone CRs without full clinical response) and now there are only 3. Implying that one of the blood/bone CRs did not create a clinical CR.

Finished first pass in-depth reading of charts and will amend the above - chart 36 notes that all CR patients with splenomegoly have resolution. So it looks like you were correct that resolution of root cause creates resolution of symptoms with high probability.

Also look at the timelines for the higher vs lower dose. Clearly the higher dose not only causes greater rates of remission, but also creates quicker resolution. Supporting dose response - so expect the higher rates seen at higher doses to carry forward. (Implying a likely meaningfully higher rate of response than for Jakafi in clinical symptoms).