Biotech Values

[AlpineBV_Miller]

Nimotuzumab is not an Erbitux-like drug, of course, but an EGFR MAb with very different binding properties than Erbitux and Vectibix. It requires higher EGFR concentrations to be effective, but comes with lower side effects -- particularly rash. It remains to be seen whether YM can get this across the finish line. With the new acquisition and new targets, they seem to be falling into the "Ooh, shiny" trap they did previously.