Biotech Values

[jq1234]

No, not at all. Cabozantinib had OS benefit against another TKI while tivozanib barely beat sorafenib in PFS. EXEL wouldn't be even close to where it is now if it hadn't showed OS benefit in RCC after nivolumab had OS benefit vs everolimus, otherwise it would be just another TKI struggling to compete in extremely crowded space. The RCC space has fundamentally changed since original tivozanib NDA. Axitinib, which is one of the better tolerated TKIs, has lost most ground after nivolumab and cabozantinib entered the market with OS benefit, currently in multiple ph3 in combination with PD1/PD-L1 for 1st line RCC. It's tough to see where tivozanib fits in this late in this space.