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Biotech / Medical : ArQule, Inc. (ARQL) -- Ignore unavailable to you. Want to Upgrade?

To: Arthur Radley who wrote (501)	6/7/2010 11:43:59 AM
From: tuck	Read Replies (1) \| Respond to of 545

Good? Mixed bag. Superiority in non-squamous histology only (thank goodness that was a predefined subset), and even there, the p numbers are shaky considering the decent size of the trial. So the market appears smaller than was hoped. That said, the OS numbers are decent given the crossover design. However, those p numbers suggest to me that a large trial will show narrower benefit. So to sum up, large p values and smaller market size are the cause of the near firesale today. One potential bit of good news is that Tarceva will be generic for a good part of 197s life, making the combo relatively cheap. Cheers, Tuck