Replies to post #80590 on Biotech Values

[jbog]

Dew,

Osteonecrosis of the jaw (ONJ) has been a major "selling" point for Dmab up to this point.

Now they are saying that Superiority was demonstrated for both delaying the time to the first on-study Skeletal Related Events (SREs)(fracture, radiation to bone, surgery to bone, or spinal cord compression) (hazard ratio 0.82, 95 percent CI: 0.71, 0.95), and delaying the time to the first-and-subsequent SREs (hazard ratio 0.77, 95 percent CI: 0.66, 0.89). Yet overall survival and the time to cancer progression were the same tells me that this drug, while having an easier dosing frequency really doesn't offer everything we hoped for.

Zometa sales are around $1.4 bil so it'll be interesting to see what Amgen can do. I think Fosamax went generic last year.