Thoughts on IGFR antagonists. I'm optimistic about this class of drugs. In general it is a good sign when multiple academic and industry groups come to similar conclusions.
I think the worry about a me-to-mess can be overstated. Multiple statins coexist in the market, and in terms of biologics there are multiple TNF-alpha inhibitors (AMGN, J&J, ABT, and many more in development).
Also, there is the issue that biological are complex molecules that vary by isotype, affinity, and ability to activate ADCC.
Based on the clinical trials that I have read about, I would expect different companies to stake out specific therapeutic areas where they are not in direct competition (at least initially). IMO
biophud
