Biotech Values

[jq1234]

Safety could be meaningful but not as meaningful in late stage cancer as people make it to be. Sutent isn't chemotherapy, advanced RCC isn't chronic diseases like RA, MS. If a drug depends on safety advantage in late stage cancer, then the advantage is relatively small overall. Obviously we need to wait and see full dataset from tivo trial, based on topline result, it makes tivo at best just one of many VEGF TKIs in crowded RCC space, rather than the top VEGF TKI many had expected.