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Replies to #2016 on Biotech Values
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rkrw

04/29/04 10:01 AM

#2023 RE: DewDiligence #2016

Dew,
You've been short dna, so maybe you're loathe to give them credit.

I couldn't disagree with you more on the tarceva data. When you take into account it's a median number, some have virtually no response while others are outliers with tremendous responses, the drug is a major advance. This was not only proven with the primary endpoint, they hit *every* secondary endpoint.

Regarding v. Iressa. Fact is tarceva now has survival data, secondary data in a controlled clinical trial, all iressa has is uncontrolled data. Kind of like genr :-)