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Replies to #93934 on Biotech Values

pharmaclown35

04/11/10 8:21 PM

#93963 RE: genisi #93934

thanks Genisi. If he was in the US, the doctors here would have recommended nexavar for sure. It's unfortunate, but he's based in Canada. and the doctors there won't even prescribe it. they're all recommending chemo only.

based on where ObamaCare is going - i hope this doesn't happen in the US where the govt starts blocking expensive biologics.
i know another person on tarceva, for 1L NSCLC, without chemo - and she's been in remission for a year.

OSIP's EURTAC results are also coming up. it'll be interesting to see if these results affect the current M&A situation between Astellas and OSIP. But i think if they raise their bid to 60/share, it should be good enough. their current bid is still low.

I wonder how that will play out. the FDA will also be announcing their decision on tarceva as 1L for non-smokers and patietns who overexpress EGFR.

Erbitux is still in a holding pattern in NSCLC in the US. in Eu, it was flat out rejected. Merck-Serono just has bad luck this year. Im still keeping watch on cladribine and what is going on with their refilngs.

Does anyone have an opinion on BIIB's Tysabri on this board? What is your take on the JCV assay?