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poorgradstudent

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poorgradstudent

Re: mcbio post# 193912

Thursday, 07/30/2015 11:30:07 AM

Thursday, July 30, 2015 11:30:07 AM

Post# of 251799
re: MDVN

At what point do we start to worry about potential competition for MDVN? Could any of TKAI, EPIX, Aragon, etc. wind up with better drugs in this space?



I would worry about the Aragon drug.

I think the TKAI data-to-date are suspect, and I don't worry too much about the competitive strength of their current phase 3.

EPIX is too far out. MDVN will sink or swim well before EPIX is ready to submit an NDA.

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