Biotech Values

[microcapfun]

>>As for Onyx, it seems like an even worse proposition. If they're able to get a second drug on the market, then I think they reach that sweet spot of really making some money.<<

One thing to keep in mind is that Carfilzomib has to be marketed to a quite different set of doctors compared to Nexavar - hematologists instead of oncologists, hepatologists, etc. Also Onyx plans to do its own marketing for Carfilzomib in Europe, which means ramping up from scratch there. My point is that there may not be much synergy associated with marketing these two very different drugs.

micro