Sub-Group News = Success
For those of you who still need to do DD, you need to understand this.
Cancer drug fails 'cause they can't prove to FDA that they work.
That's based on a statistical model.
How can you increase your odds? you narrow down the unknowns - you take em out.
IF you know what sub-group your drug works on, you have a slam dunk.
The drug is efficacious - no doubt about it - reviews the published data and research.
On who is it efficacious?
IF you answer that, you pretty convince the market for major reevaluation is stock price.
4601 has proven to be a efficacious on a broad spectrum of cancer and genotype.
Now that's a luxury.
Thallion can now afford to pick and chose which of the subgroups merits further investment.
Thallion, the next Onyx, the next Amgem.