Biotech Values

[rfj1862]

If anyone ever comes up with something that is truly effective in the second-line SCLC setting it's going to be a major advance.

SCLC is an exquisitely chemo- and radiosensitive cancer, so first-line responses to things like carboplatin + etoposide are amazing (like 87% PR + CR). Unfortunately patients rapidly and universally relapse relatively quickly and die of the disease. Unfortunately, there are few if any targetable mutations in SCLC so developing a targeted therapy in this indication is going to be difficult.

I guess the only take-home from an investment standpoint is be very cautious of any company developing a treatment for SCLC, becuase it is unlikely to be effective.