Biotech Values

[mcbio]

There are many examples of Drug candidates fell through big pharmas' hands before.

With clinical data on hand and in an indication that the big pharma is still interested in? I realize it doesn't mean the drug is doomed for failure but, given the foregoing, I think it's, at a minimum, a red flag.

As of Neratinib, well, it is a validated target, GSK's Tykerb was approved many years ago, Boehringer's Afatinib presented really good data recently. The question is whether Neratinib is differentiated from those two.

Perhaps that's just it; maybe PFE doesn't see the drug as sufficiently differentiated from the competition.