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Re: DewDiligence post# 117978

Sunday, 04/10/2011 11:30:40 AM

Sunday, April 10, 2011 11:30:40 AM

Post# of 257433

the number of such drug candidates has continued to spiral higher, and hence the chance of commercial success for any arbitrary candidate has gone down. In short, there continue to be too many cancer-drug candidates chasing too few reimbursement dollars.



Surely the same can be said of HCV drugs - in that space there will be only a handful of ultimate winners, while in oncology there will likely be several dozen.

Peter

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