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Replies to #95944 on Biotech Values

biomaven0

05/18/10 12:03 PM

#95960 RE: DonShimoda #95944

potential first line treatment option for high risk pts such as those with the T315I mutation.



Clearly 534 is going to be first line treatment out of the gate for patients with the T315I mutation - nothing else works.

The projected trial would be presumably be high-risk patients determined by their Sokal score (a composite of age, spleen size and some blood counts). That would indeed be an expensive trial, if only because they would have to pay for the Gleevec or other comparator and because the trial would be fairly large and lengthy. About 70% of high-risk patients eventually (24 months) respond (CCyR) to Gleevec, vs. 90% for low-risk patients so you are going up against a treatment that works pretty well even in high-risk patients.

If they don't partner, that would slow down development of the drug in non-CML indications.

Peter