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cheynew

07/12/10 4:16 PM

#53502 RE: entdoc #53500

Quite a jump. Explains some of the downward pressure. Hope King has something positive to say to offset this.

entdoc

07/12/10 4:29 PM

#53505 RE: entdoc #53500

mojo, let's revisit your graph on Chemo v. Chemo+Bavi. What's your take on the huge divergence in PD, progressive disease, in the two studies? Other parameters are about even.
Long- and short-term strategic outlook: India data confirms safety and "non-interference" of MABs added to the chemotherapy brew. We knew that. Witness Cotara carrying radioactive iodine (one of my favorites). Chemo agents have FDA safety and efficacy profiles, and need no more testing. Chemotherapy cancer treatment doses will fall radically. If a "chimeric Bavi-, is safe with chemo, and if as a naked MAB Bavi- also stimulates the immune system, then fully-humanized Bavi carrying a traditional chemotherapy payload is a no-brainer. So now, as in the past with Avastin and ERbitux entry into the anti-cancer market-place, the "chemo- manufacturing crowd" continues its conspicuous contribution to...uh...the inertia we witness. Who are the winners, and most important, the losers, when MABs continue to expand their usefulness in medical therapy.