Contrary to the norm where real-world outcomes are worse than in controlled trials, real-world data for the oral SERD elacestrant shows efficacy as good as, or even better than, the pivotal EMERALD study. This unusual finding significantly bolsters confidence in the drug's broad clinical utility across a less-selected patient population.

Related Insights

Despite compelling data from trials like PATINA, some patients with ER+/HER2+ breast cancer refuse maintenance endocrine therapy due to side effects. This highlights a real-world gap between clinical trial evidence and patient adherence, forcing oncologists to navigate patient preferences against optimal treatment protocols.

The drug's wide safety window is not just a separate benefit; it enables higher doses without toxicity. This increased dosage leads to better target coverage and potency, resulting in efficacy rates that are double the previous best. The improved safety profile is the direct cause of the enhanced efficacy.

Tirzepatide is a rare "once in a blue moon" drug because it is both more potent and better tolerated than its main competitor. This paradoxical profile—achieving superior efficacy with fewer side effects—has established it as the "king of the hill" in the obesity market and created an extremely high bar for any challenger.

The FDA is abandoning rigid, fixed-length clinical trials for a "continuous" model. Using AI and Bayesian statistics, regulators can monitor data in real-time and approve a drug the moment efficacy is proven, rather than waiting for an arbitrary end date, accelerating access for patients.

Praxis Interactive's essential tremor drug succeeded in Phase 3 despite an earlier data monitoring committee (DMC) recommendation to stop for futility. This rare outcome shows that interim analyses on a small fraction of patients can be misleading due to high variance, and continuing a trial against DMC advice can be a winning strategy.

The FDA's current leadership appears to be raising the bar for approvals based on single-arm studies. Especially in slowly progressing diseases with variable endpoints, the agency now requires an effect so dramatic it's akin to a parachute's benefit—unmistakable and not subject to interpretation against historical data.

The CREST trial's positive primary endpoint, assessed by investigators in an open-label setting, was rendered negative upon review by a blinded independent committee. This highlights the critical risk of confirmation bias and the immense weight regulators place on blinded data to determine a drug's true efficacy, especially when endpoints are subjective.

Experts believe the stark difference in complete response rates (5% vs 30%) between two major ADC trials is likely due to "noise"—variations in patient populations (e.g., more upper tract disease) and stricter central review criteria, rather than a fundamental difference in the therapies' effectiveness.

Interpreting early-stage, open-label epilepsy trial data requires nuance. A high seizure reduction percentage confirms a drug is likely effective, but investors should expect a significant drop in that effect size in a placebo-controlled study. The key takeaway is mechanistic validation, not the specific number.

The ultimate validation for a new medical treatment is when physicians themselves start using it. The high rate of GLP-1 drug use among neuroscientists and other doctors, who have the deepest understanding of the risks and benefits, is a powerful signal of the drug's effectiveness.