Many Imclone investors are holding out hope that Erbitux is magical amongst the EGF-R inhibitors and will succeed where Iressa and Tarceva failed: 1st line NSCLC.
However, the activity of Erbitux in the refractory NSCLC setting is not an improvement over Iressa or Tarceva. Erbitux showed a 6% ORR. I'm skeptical that it will fare any different in the first line, unless IMCL/BMY/Merck KgAa adopt a novel treatment schedule.
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