仔细读了Galena的NeuVax的phaseII result# Stock
t*h
1 楼
Phase II result 真是拿不出手
所以Galena的网站都没有大力宣传,
找到发的关于NeuVax phase II 的paper: Cancer. 2012 May 15; 118(10): 2594–
2602.
读了读以下
Of 195 enrolled patients, 182 were evaluable: 106 (58.2%) in the vaccinated
group and 76 (41.8%) in the control group. The 24-month landmark analysis
DFS was 94.3% in the vaccinated group and 86.8% in the control group (P = .
08). Importantly, because of trial design, 65% of patients received a lower
than optimal vaccine dose. In subset analyses, patients who benefited most
from vaccination (vaccinated group vs control group) had lymph node-positive
(DFS, 90.2% vs 79.1%; P = .13), HER2 IHC 1+-2+ (DFS, 94.0% vs 79.4%; P = .
04), or grade 1 or 2 (DFS, 98.4% vs 86.0%; P = .01) tumors and were
optimally dosed (DFS, 97.3% vs 86.8%; P = .08).
P value close to 0.05,说明吃这药和不吃这药,没有太大区别
冲其量也就是slighly statistical difference
个人不看好
再有Abstral的3 month sale 才1.1M
又没有orphan drug status,所以不能大幅提价
这个股票,等到150M市值的时候可以捞点,现在还是over value了
还不如整点Jazz, Gild, BIIB, ABBV 啥的
所以Galena的网站都没有大力宣传,
找到发的关于NeuVax phase II 的paper: Cancer. 2012 May 15; 118(10): 2594–
2602.
读了读以下
Of 195 enrolled patients, 182 were evaluable: 106 (58.2%) in the vaccinated
group and 76 (41.8%) in the control group. The 24-month landmark analysis
DFS was 94.3% in the vaccinated group and 86.8% in the control group (P = .
08). Importantly, because of trial design, 65% of patients received a lower
than optimal vaccine dose. In subset analyses, patients who benefited most
from vaccination (vaccinated group vs control group) had lymph node-positive
(DFS, 90.2% vs 79.1%; P = .13), HER2 IHC 1+-2+ (DFS, 94.0% vs 79.4%; P = .
04), or grade 1 or 2 (DFS, 98.4% vs 86.0%; P = .01) tumors and were
optimally dosed (DFS, 97.3% vs 86.8%; P = .08).
P value close to 0.05,说明吃这药和不吃这药,没有太大区别
冲其量也就是slighly statistical difference
个人不看好
再有Abstral的3 month sale 才1.1M
又没有orphan drug status,所以不能大幅提价
这个股票,等到150M市值的时候可以捞点,现在还是over value了
还不如整点Jazz, Gild, BIIB, ABBV 啥的