Feuerstein And Slingshot Insights

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Adam Feuerstein and Slingshot Insights recently interviewed Dr. Mark Ratain, an expert in the use of investigational agents to treat advanced tumors who has over 280 original publications. The interview focuses on how a clinician analyzes clinical trial results, and covers red flags, tools to spot issues, and when a redesign of a failed study might work. In 2011 they partnered to develop the well-known Feuerstein-Ratain Rule for predicting the failure of Phase III oncology trials for companies with a market cap under $300 million. The interview starts with an overlook of the history of oncology drug development, where Dr. Ratain states “oncology has always been different than other areas of drug development; it’s always been a concept of …show more content…

In regards to what to look at when investors have to quickly react to data releases, Dr. Ratain said the first thing to ask is if the study is randomized. He encouraged people to use clinicaltrials.gov to analyze “the quality of the sponsor from the design and design of trails from their portfolio.” Feuerstein asked Dr. Ratain about some of the problems with single arm Phase II studies, which he says are usually designed to combine an investigational drug with an already approved blockbuster drug. This frequently allows companies to say that their drug leads to better results than the blockbuster alone, when there may be “no signal” in the …show more content…

Dr. Ratain responded that the most important thing to look at is if the endpoint changes, or that the eligibility has changed to be either more narrow or broad than the previous trial. They go into further detail here using the example of Keryx’s perifosine, which both agreed was “a hypothesis testing study not a confirmatory study”. Dr. Ratain agreed that Feuerstein’s statement that “it’s really important to dig into that Phase II study even if it is randomized and say and look at the way it’s designed, look at the way it was changed, looked at the baseline characteristics of the patients, and see how that compares to the Phase III design and see if there are any

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