Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: tom pope who wrote (19414)	3/22/2006 1:21:19 PM
From: nigel bates	Respond to of 52153

Downgrade to Sell on Flawed Studies... Report reads like a prior conclusion in search of a justification.

To: tom pope who wrote (19414)	3/22/2006 4:08:53 PM
From: Biomaven	Read Replies (1) \| Respond to of 52153

It is true that the recent FDA panel recommended against Gemzar becuase they were concerned that progression-free survival in reecurrent ovarian was not a good end-point. But there were a number of factors at play there. Here's one quote from a report of the meeting: This increased risk of toxicity has led the FDA's Oncologic Drugs Advisory Committee (ODAC) to conclude that an increase in progression-free survival alongside increased toxicity without improving overall survival was not sufficient grounds for approval. Note that the PFS increase was pretty modest (2 months) when set against the increased tox. Note there is an upcoming AC meeting on endpoints in ovarian cancer. Peter