Biotech Values

[biomaven0]

but I take it there is compelling evidence that inhibiting all three VEGF receptors is likely to have a much more meaningful impact than just hitting one or two of them

I wouldn't say there is compelling evidence to this effect yet. Put it in the "remains to be seen" category.

Votrient (from GSK) is the closest competitor I think, as well as Pfizer's axitinib (not yet approved).

The key differentiator to my mind is that the Aveo drug (unlike Sutent and Nexavar) plays well with others. So there is at least some chance that this drug could ultimately replace Avastin.

Peter