<One of my concerns is that the Tesmilifene trial might end up being a Pyrrhic victory for YMI if interest in anthracyclines in first-line metastatic BC should wane due to new data about other chemo drugs. Maybe this ought not to be a major issue, but it bothers me to some extent.> Very good point!
They already are. Anthracycline combinations are the standard of care in Adjuvant, where most BC patients are diagnosed and treated. Later, when they become reccurent or metastatic and are not eligible for hormone treatment they usually get Taxanes upfront, although now that Taxanes are being used more in the adjuvant setting that is changing too. Anthracyline use in the MBC setting is now reserved mainly for newly diagnosed MBC, which still happens, but is becoming more rare.
While I own YMI, the trial design (although SPA designated) will be a tough sell. The phase II trial in combination with Taxotere should help some.
My other concern is the Taxol/Avastin data. Avastin is easier to give than Tes. and also extends life, so even if the data are positive for Tes the sales force will still have to deal with the Avastin data and the Genentech sales force.
But it is does have an very small enterprise value!
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