Deutsche Bank weighs in on Anacor's (ANAC -22.5%) weakness on its tavaborole Phase 3 data...

Deutsche Bank weighs in on Anacor's (ANAC -22.5%) weakness on its tavaborole Phase 3 data release, saying that ANAC's patient population may have been older and less healthy versus Valeant's (VRX +0.8%) Phase 3 trials, and its mycological cure rate was actually superior to VRX's results.

Comments (1)
  • Clayman32
    , contributor
    Comments (8) | Send Message
    Wow so much mis-information being put forth in an effort to rationalize Anacor's poor results. Anacor's mycological cure rate was 31% at week 52, one month after therapy was stopped,Complete-cure at week 52 is the primary end-point. If you read the paper published in the Blue AAD Journal on Efianaconazole you will see that the Mycological cure rate was 55 and 53 % at week 52. Where does Deutsche Bank get a superior Mycological cure rate for Anacor's product? Last time I checked 55 is greater than 31. That explains the huge difference in the Complete Cure rate between the Valeant and Anacor products, the Valeant drug is being delivered into the nail more effectively (better pharmacodynamics) and is more persiistent. Another analyst claimed that Anacor's drug sterilized 90% of the nails treated; what is the source of that, it is based on the mycological cure rate which is 31% not 90!! Embarrassing, analysts would never make it in the drug development world.
    29 Jan 2013, 04:10 PM Reply Like
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