Biotech Values

[hirogen]

I think the key is whether it is effective in Zytiga treated patients, and whether insurances will cover for Zytiga treated patients. If they do, it will broaden patient population for Ztandi.

Could you please expand on your thoughts here? I wouldn't consider Zytiga an entrenched drug and Xtandi has additional benefits of more patient friendly administration, no prednisone requirement, and less physician monitoring of things like liver function. Also there isn't any clinical data yet on impact of sequencing. What would be potential reasons for insurers to be more restrictive than the label?