Biotech Values

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It's a flawed logic that big pharmas are better at picking drug candidates. They aren't any better, they are better at having comprehensive development plans for drug candidates. There are many examples of Drug candidates fell through big pharmas' hands before.

As of Neratinib, well, it is a validated target, GSK's Tykerb was approved many years ago, Boehringer's Afatinib presented really good data recently. The question is whether Neratinib is differentiated from those two.