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genisi

06/15/11 2:07 AM

#121667 RE: DewDiligence #121627

I think we agree on Denosumab. It is a bone targeted drug that reduces skeletal-related events, so it can be categorized as an "anti bone metastases" drug or "anti bone disease" drug but it also has a disease-modifying activity in cancer, which qualifies it as an anti cancer drug, IMO.
Something I disagree with is the point that "secondary endpoints do not change the prospects for Xgeva to a material degree" (#msg-63233655). I think pain reduction is a material one, clinically and commercially.