Biotech Values

[poorgradstudent]

ONXX:

My impression to date has been that the use of Nexavar in renal cancer in the US has been strongly challenged, if not pushed back, by competitors such as Sutent. I've not read too much about uptake in liver cancer, so I do not have good insight as to how that is going.

Did they break down Europe versus rest of the world? I didn't catch that in the Bayer CC. My assumption going into this year was that Nexavar growth would be greater outside of the US due to the introduction of the drug to new markets. If things go as I hope (large far east population and its increased incidence of liver cancer), US sales will represent an ever smaller market over time.