BaseBio

[BaseBio @BaseBio1]

@lcbnuoH Help me understand your expectations for enrollment in the phase 3 study given the inclusion criteria states "Measurable disease per RECIST v1.1 or evaluable bone-only disease." Seems like that would include a number of the arrows you removed.

[BaseBio @BaseBio1]

@lcbnuoH Median follow-up is not the same thing as mPFS, so let's skip this one for now and let data mature.

[BaseBio @BaseBio1]

@offensewrld @OliverMolander You picked the wrong sport for that.

[BaseBio @BaseBio1]

@lcbnuoH I should have said that number could be less than 28% for bone only, but it cannot be more. This is very similar to recently Celcuity across all arms (24-31% non-visceral).

[BaseBio @BaseBio1]

@lcbnuoH The way I read that, 400mg group was 28% bone only and 6 of the participants with visceral metastases were part of dose escalation and not measurable. Help me understand how you see 40%?

[BaseBio @BaseBio1]

@Banana_Oncology @GrowthInGrace @Pharmdca I assume LLY “can”. No reason to think they would though.

[BaseBio @BaseBio1]

@gulfgator33 CELC

[BaseBio @BaseBio1]

@SteveWagsInvest @Andre_AGTC @BiopharmIQ Agree. Big de-risk for rlay. LLY still needs to address safety esp for triplet. I don’t believe it’s a forgone conclusion they can do that.

[BaseBio @BaseBio1]

@SteveWagsInvest @Andre_AGTC @BiopharmIQ 11.1 RLAY gets that on doublet.

[BaseBio @BaseBio1]

@Driller562 Must be a bet on celc data. Not a big options trader. Would mean that the seller believes celc data not great?

[BaseBio @BaseBio1]

@whodoesthis3 @nickbilton Yeah. They’ll probably do something like selectively edit an interview with a presidential candidate to make them appear qualified.

[BaseBio @BaseBio1]

@Jason This is your best post.

[BaseBio @BaseBio1]

EPIK-P2 isn’t on the label because it is the confirmatory study that failed to meet is primary endpoint.

Agree with your point about AE for BC being misleading though. VIJOICE is a case study in failed dose optimization.

Slide should just say “VIJOICE is not a viable therapy in this patient population.”

[BaseBio @BaseBio1]

@TohJah7809 Keep an eye on Celcuity data June 2

[BaseBio @BaseBio1]

@SteveWagsInvest @Andre_AGTC @BiopharmIQ You think the phase 3 data will drop that much from the phase 1b? It was a very small N for mutant if I recall.

[BaseBio @BaseBio1]

@Andre_AGTC @BiopharmIQ Seems to me like there is not going to be significant head to head competition between those two therapies. Bigger risk is the scorpion drug, but much less data on that one. BTW, the other indication is MBC. Will be interesting how that plays out.

[BaseBio @BaseBio1]

@AppleHelix And that the treatment needs to be curative.

[BaseBio @BaseBio1]

@Driller562 @SteveWagsInvest Would be great to see.

[BaseBio @BaseBio1]

@Cancerdoc2001 @JacobPlieth Agree