Biotech Values

[DewDiligence]

IMGN—I'm interested in hearing what Tx you think Roche missed in the P2 trial. Patients had to have failed Herceptin, Tarceva, an anthracycline, taxanes, and capecitabine… The FDA seemed to indicate that Roche missed some non-targeted therapy. I'd be interested to hear what you think that therapy(ies) might be.

That’s now how I interpret the FDA’s RTF letter. I think the FDA is merely saying that there’s an approved therapy for third-line metastatic breast cancer.