Biotech Values

[ipollit77]

PCYC's BTK inhibitor, will be combined with Arzerra down the road, not replace it.

here are some ASCO notes from RBC...

PCYC (still the drug to beat; more data on Monday morning). We learned
more details of PCYC’s registration path, with two Phase III trials in relapsed
CLL (Ibrutinib monotherapy vs. ofatumumab and combination therapy with
bendamustine / Rituxan). A newly described potentially registrational Phase II
trial tests single-agent Ibrutinib in Velcade refractory MCL and could offer a
fast path to market. Competitive data from GILD and CELG still favors
Ibrutinib as the drug to beat, and while GILD plans a Phase III trial of
GS-1101 in combination with Ofatumumab in Q3:12, PCYC’s trial could
replace Ofatumumab in second-line CLL.