IMUC# Stock
g*e
1 楼
发现以前回复的关于IMUC的贴删了。我觉着IMUC还没死，应该会漲回来很多。等价格稳
了可买点。
发信人: geroge (george), 信区: Stock
标 题: Re: IMUC
发信站: BBS 未名空间站 (Thu Dec 12 13:21:29 2013, 美东)
等价格稳了才进。我觉得回到1.5没有问题（在pre FDA meeting 前，也就是3-6个月之
内），但是我觉得sell off 会继续，可以在更低价买入。
我听了昨天的会议电话。总的来说positive. But study design was too aggressive
and wanted to show 9month benefit. PFS was positive, OS not statistically
significant. The problem is so far only 67 events out of 124, so the p value
for os could be improved if more data mature. In history, benefit of 2.5
months could get fda approval which clearly imuc's drug achieved(pfs) or
will achieve(os). The management is hiding something about the data, didn't
disclose how many patients are from placebo, drug groups respectively out of
the the 67 events.
if pfs is good, usually os will follow. But not always.
Hope it helpful.
了可买点。
发信人: geroge (george), 信区: Stock
标 题: Re: IMUC
发信站: BBS 未名空间站 (Thu Dec 12 13:21:29 2013, 美东)
等价格稳了才进。我觉得回到1.5没有问题（在pre FDA meeting 前，也就是3-6个月之
内），但是我觉得sell off 会继续，可以在更低价买入。
我听了昨天的会议电话。总的来说positive. But study design was too aggressive
and wanted to show 9month benefit. PFS was positive, OS not statistically
significant. The problem is so far only 67 events out of 124, so the p value
for os could be improved if more data mature. In history, benefit of 2.5
months could get fda approval which clearly imuc's drug achieved(pfs) or
will achieve(os). The management is hiding something about the data, didn't
disclose how many patients are from placebo, drug groups respectively out of
the the 67 events.
if pfs is good, usually os will follow. But not always.
Hope it helpful.
