Biotech Values

[jq1234]

there is more evidence then ever that 113 in ALK patients who are criz resistant or naïve is clearly best in class.

How can anyone say that at this point? Basically you set up high expectation you can't possibly meet in the future.

Here is a good summary of ALK inhibitor from ASCO presentations. LDK378 ORR has come down for both Xalkori naive and resistant with larger sample size. However, CH5424802 in 46 Xalkori-naïve Japanese patients, CH5424802 achieved an unprecedented ORR of 93.5% and median duration of response exceeding 14 months:

http://www.kantarhealth.com/blog/neesha-suvarna/neesha-suvarna/2013/06/03/can-second-generation-alk-inhibitors-outshine-xalkori-