Replies to post #201558 on Biotech Values

[dewophile]

better than ibrance?

i think NVS has a good CDK4/6 too could end up being a fairly crowded field

regardless for a pharma their size they do have a lot of eggs in the AD basket as DD said

PS: ibrance is a good example of a drug that took forever to get to market but is a winner. Let's hope FG-3019 can follow a similar pattern! (i know several here have been skeptical on the drug just based on how slow development has gone for 3019)

[dewophile]

on separate topic what do you think of TCON? I recall you posted on the company not long ago about their CR in choriocardinoma (btw i saw quite a few pts w GTNs back in the day and they all did well w MTX if hCGs didn't drop post D&C/surgery). I wasn't as excited since the second pt w chorio didn't respond but i did catch their presentation yesterday and sounds like they have quite a few shots on goal. 1/2 in refractory chorio is not bad of course, but the data in angiosarcoma sounds very promising. very niche but w a small market cap i am curious what you think.
TIA