Replies to post #96997 on Biotech Values

[DewDiligence]

REGN/SNY—Aflibercept (VEGF-Trap) shows statsig OS benefit in second-line colorectal cancer:

http://finance.yahoo.com/news/Sanofiaventis-and-Regeneron-prnews-2623348696.html?x=0&.v=1

The phase-3 VELOUR study tested FOLFIRI ± aflibercept in patients who had progressed on FOLFOX in the first-line setting. Details will be presented at an unspecified medical meeting. (It may be too late for ASCO.)

The new brand name for aflibercept in cancer is Zaltrap.

[DewDiligence]

Zaltrap (a/k/a VEGF-Trap/aflibercept) shows statsig OS/PFS in second-line CRC:

http://finance.yahoo.com/news/ZALTRAP-aflibercept-prnews-1750360478.html?x=0&.v=1

Patients with metastatic colorectal cancer (mCRC) previously treated with oxaliplatin were randomized to receive ZALTRAP or placebo in combination with the FOLFIRI regimen (irinotecan-5-fluorouracil-leucovorin). The addition of ZALTRAP to the FOLFIRI regimen significantly improved both overall survival (HR=0.817; p=0.0032) and progression-free survival (HR=0.758; p=0.00007). A similar effect was seen with ZALTRAP therapy whether or not patients had received prior bevacizumab therapy.

The phase-3 VELOUR study tested FOLFIRI ± Zaltrap in patients who had progressed on FOLFOX in the first-line setting. SNY/REGN reported in April that this study hit its OS primary endpoint (#msg-62465993), but the hazard ratios and p-values were unknown until today. Description of the VELOUR study is at http://clinicaltrials.gov/ct2/show/NCT00561470 . Full data will be reported at ESMO on 6/25/11.