Biotech Values

[poorgradstudent]

APPA:

>One problem with Aloxi is that for efficacy in delayed onset CINV you need to give it via an IV line, which is fine if the chemo you're giving is also given IV.<

So Xeloda is a pill. All the others that come to mind are IV. And when Xeloda is used, the only monotherapy situation I know of is in breast. Otherwise it is in combination with an IV drug in colorectal.

So if the real opportunity is with all-pill regimens, the opportunity appears limited.