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Biotech / Medical : Biotech Valuation
CRSP 57.09+0.4%12:49 PM EST

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To: Biomaven who wrote (6599)6/20/2002 9:02:34 PM
From: Miljenko Zuanic  Read Replies (1) of 52153
 
Peter,

Play bit with numbers (subgroups), and again data are far from very solid. At least they are far from what I was expecting for IL1/IL18 blockade.

JB and VRTX are good when presenting data that are in their advance. Where are numbers for MTX<6 months (17%), for no DMARD (17%, p=0.08), for baseline median RA activity number. Delta ARC20 (~20) means very little, and absolute ACR20 or delta ACR20 can not be compared with Enbrel, Ramicade or Kineret results.

Yes, those results are at 12 weeks period, but where are data for 4 and 8 weeks? To see how are pts doing in time?

Regards the corticosteroid sparing, you have 7/16/21 pts (pts with ACR20 response and on steroid, 7/55= 13%, 21/109 = 20%), so you can draw your own conclusion! Other medications pts were on?

Yes, OA may be good indication for P. However, before getting excited (I was burned two times from VRTX IR machine) let first see PIIa results.

Miljenko
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