Biotech Values

[biomaven0]

I'm pretty much in agreement with most of what you posted there.

One comment on LDK378 vs '113 though - it's pretty clear to me that with '378 they are pushing against their DLT's and tolerability thresholds, while for '113 the efficacious dose (for ALK+ at least) looks to be well under a MTD. (They haven't actually established a MTD yet - some combination of impatience and being spooked by the possibly linked hypoxia case has lead them to go with 180mg in ALK at least - they will still explore 240mg in EGFR).

To back this up somewhat, I've not heard about any '113 dose reductions, whereas there are a lot of reports of dose reductions/interruptions with '378.

'378 does have a lead here - perhaps about a year or a bit less. So that will definitely help them initially.

Peter