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AlpineBV_Miller

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AlpineBV_Miller

Re: DewDiligence post# 114273

Tuesday, 02/08/2011 10:47:59 AM

Tuesday, February 08, 2011 10:47:59 AM

Post# of 251852
Zibotentan is now irrelevant for Provenge. The combination could be complicating for SNY's cabazitaxel, JNJ's abiraterone, and MDVN's MDV3100. As Dew notes, however, it seems more in the long shot camp that the combination will work.

I would be very interested to read a detailed analysis of how the randomized Phase II data fell off the rails from the early read, which was so promising, to the updated data -- which weren't.

Unless otherwise indicated, this is the personal viewpoint of David
Miller and not necessarily that of Biotech Stock Research, LLC.
We're on Twitter at BiotechStockRsr

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