Replies to post #55047 on Biotech Values

[jbog]

Dew,

There's going to be a full frontal assualt on avastin in all settings. It's looking like the polish is slowly coming off Avastin because very few current trials are duplicating the original "headline news" trials.

[microcapfun]

>>
Novartis, Antisoma Take On Avastin in NSCLC

[The program has been broadened from squamous NSCLC, where Avastin doesn’t compete, to both squamous and non-squamous NSCLC.]<<

As you probably know Dew, Bayer/Onyx is testing Nexavar in both squamous and non-sqamous NSCLC and the results will be available next year.

Since Nexavar (like Avastin) hits anti-angiogenic targets, I think it has a decent shot, even though the Phase I & II evidence is rather weak.

micro