Replies to post #175128 on Biotech Values

[vinmantoo]

The Bavi data to date is either unimpressive or trivial in that the number of patients tested is small and even that data is corrupted. Management is also incompetent. They bungled the running of the small phase II NSCLC trial. To make things worse, instead of running another small phase II trial to discover the best Bavi dosage or to try other drug combinations with Bavi, they rushed ahead by registering a large phase III trial. The recent bump is about some pre-clinical studies being shown at a meeting, so it isn't anything of real value. Yes understanding the MOA is a good step, but it is irrelevant if it doesn't translate into efficacy in cancer patients. I will repeat. The Bavi data to date is either unimpressive or trivial in that the number of patients tested is small and even that data in the NSCLC trial is corrupted.