Posted On: 08/03/2014 7:06:09 AM
Post# of 30066
Fibonacci take on LYMPRO #s--
"Kirby's slide-12 with CD19 data was a jaw dropping moment. Why? Because that data comes from a mere single (I repeat, single) disease marker, ie. CD19. And yet it had a p-value of 0.0104 (meaning, very highly significant finding that cannot be attributed to mere chance). On Slide-13, look at the ROC plot for CD19. The Area Under Curve (AUC) is freaking 80% (with just a single disease marker, CD19) and the p-value is a staggering p=0.003.
AMBS is going to combine at least 6 biomarkers by forming their linear combinations and maximize the area under the ROC curve. From what I know, LymPro is on track to cross 93% spec/sens numbers.
An average investor on a stock market can not be expected to know medicine/biostatistics in great detail. Kirby's slides were ok if presented to medical audience, but not ok when presenting to investor audience. That is where AMBS got disconnected from its investors and the market punished it."
"Kirby's slide-12 with CD19 data was a jaw dropping moment. Why? Because that data comes from a mere single (I repeat, single) disease marker, ie. CD19. And yet it had a p-value of 0.0104 (meaning, very highly significant finding that cannot be attributed to mere chance). On Slide-13, look at the ROC plot for CD19. The Area Under Curve (AUC) is freaking 80% (with just a single disease marker, CD19) and the p-value is a staggering p=0.003.
AMBS is going to combine at least 6 biomarkers by forming their linear combinations and maximize the area under the ROC curve. From what I know, LymPro is on track to cross 93% spec/sens numbers.
An average investor on a stock market can not be expected to know medicine/biostatistics in great detail. Kirby's slides were ok if presented to medical audience, but not ok when presenting to investor audience. That is where AMBS got disconnected from its investors and the market punished it."
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