Biotech Values

[DewDiligence]

More on the COLY CC
(from SI):

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From: DewDiligence_on_SI
5/11/2006 8:16:12 PM (19976) of 19976
To: TexasDude who wrote (19975) of 19976

>Each study will combine PF-3512676 with either Avastin® (bevacizumab), Erbitux® (erlotinib) or Alimta® (pemetrexed)<

That’s a typo in COLY’s PR: erlotinib is Tarceva (not Erbitux).

>Considering that PFE is developing the drug as a top-line treatment for NSCLC, is the move for the combined trials with Avastin, Erbitux, or Alimta a positive sign or is it raising a red flag that data is showing that it isn't a stand alone drug for top-line treatment?<

My impression from the CC was that these new phase-2 trials will be in second-line NSCLC because the second line is where Tarceva and Alimta are approved.

I do not think the initiation of these trials is any kind of red flag because combination therapy is to be expected in this disease setting. To the contrary, I think it’s a positive sign that PFE wants to aggressively expand into the second line now. Regards, Dew
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