Jbog,
Yes the onxx lawsuit against Bayer has weighed on onxx, which is one reason why Carfilzomib is so important. From the materials onxx has released, it seems that Bayer doesn't have a leg to stand on, but who knows when lawyers get involved. Dast is the same as Nexavar except for the addition of a fluorine atom, but that was already listed in the patent application for Nexavar, and the discovery was made during the joint developmental agreement, which is the basis of my no leg to stand on comment.
More directly, the lead indication of Dast to date is, I believe, kidney cancer, so for now isn't a direct challenge to Onxx bread and butter, liver cancer. Obviously, I will be happy when the lawsuit is finished and onxx wins.
On a different topic, on the last 10k, Onxx took the time to report that their deal with Bayer reset on dec10. They also clearly stated that this change means they believe a buyout won't materially alter their profits from Bayer for Nexavar. Some posted that the change shifts the expenses for Nexavar development to Bayer, but I haven't been able to confirm it. If true that would be great for Onxx's bottom line.
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