Replies to post #30327 on Biotech Values

[DewDiligence]

The main loser in the surprisingly broad second-line label for Avastin: IMCL.

The major rationale for using Erbitux in second-line CRC, despite its being off-label, has been that there was no clinical data to justify using Avastin in both the first and second lines. Now, with the broad second-line label for Avastin that is not restricted to Avastin-naïve patients, the FDA has effectively endorsed the use of Avastin in multiple lines of therapy. Why would anyone now use Erbitux off-label in the second line when they can use Avastin on-label?

[masterlongevity]

In the street.com article today, Althea Chang noted that avastin received compendia listing for NSCLC in Sept 05 and received compendia for breast cancer last month. It will be interesting to see how much of Q2 sales is off-label