Replies to post #171973 on Biotech Values

[ws_guy]

I kind of agree that it enrollment will be very slow without a big name attached to P3 trial.

WS

[ghmm]

I actually heard a CEO make that same analogy (hockey stick) I can't recall for certain but I suspect it was UTHR as that is something that Dr. Rothblatt would say plus they had enrollment problems with their trials in the past (probably was for their Inhaled). I have no comment on the fulfillment of that analogy but I suspect they didn't enroll any hockey players :-)

[geocappy1]

AF said they would spend their time looking for funding. The deal is already done. They are no longer looking.

PC is a s___bag. Cancer patients could do much worse than be in this phIII trial. Regardless, IMO PC has no credentials to be making any suggestions on what a cancer patient should or shouldn't do. Nor do you or AF.

My guess is they will need to enroll about 300 patients before they get their answer. With 100 plus sites I think they will have them before 2016. regardless, your admitting it will take until 2016 is a step up from your other predictions that they would not get approval for phIII, would not start it, and would not be able to get it enrolled.

BTW, I hear all your major BPs aren't happy about pphm entering the immunology arena as the upstream checkpoint.

[pcrutch]

Actually my main point was that no reputable KOLs will want to be a part of these studies, especially with real immunotherapy candidates available(PD1/PD-L1 & Yervoy+Nivo, etc).

I was ASCO13, didnt see any legit KOLs hanging around the Bavi Ph2 poster pondering how great it was.

[dia76ca]

DewDiligence:

Quote:
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"Unscrambled data from the second-line lung trial will never be submitted to the FDA. You can take that to the bank."
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Is "taking it to the bank" the same as "bookmarking"?