Biotech Values

[poorgradstudent]

OSIP noted that at ASCO they will present the data for the patients bearing mutations in the BR21 trial. That should give us a couple of data sets to compare. My position is that Iressa should remain on the market until there is clarity on Tarceva's effect (if any) on this subset. If Tarceva appears to be equally effective, I can see AZN pulling the drug (or not marketing it actively) because the economics would clearly be working against them.

If Tarceva does show similar efficacy in the mutant subset, I wouldn't be surprised to see AZN allow a smaller niche pharma to sell Iressa in return for royalties.