Replies to post #106227 on Biotech Values

[julescat]

I mean that the data wasn't so good that taxotere needs to go away as a treatment option. Again, that phase II survival data of OGX-011 plus tax from 2009 was impressive (I know, 82 patient trial but it was a randomized controlled trial).

[jq1234]

I think the market is extrapolating abiraterone data to same setting as docetaxel + OGX011 eventually. Abiraterone data came out on the lower end of expectation, it wouldn't knock out docetaxel + OGX011. First Provenge, then abiraterone put lots of pressure on OGXI stock price this year. I think people realized once they knew everything, these 3 have different mechanism of action, will not replace each other because PC is a big market.