My guess is they will try to go for combination therapy - any place where Avastin has shown good results in combination would be a good place to start.
In terms of going up against Sutent vs. against Nexavar, it's somewhat instructive that Pfizer made the same choice in 2nd line for their drug. I'm of the view that a small company should almost always take the easiest path to registration - worry about expanding the market once you have approval.
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