Replies to post #12501 on Biotech Values

[randychub]

YMI - The taxotere phase 2 trial should be completed before tesmilifene ever gets to market. This is a fairly large phase 2 trial, that if successful, given the improvement in OS seen to date, should provide the motivation for oncologists to use tesmilifene in this setting.

YM believes that tesmilifene and taxotere will work fine together. Perhaps big pharma is waiting for this to be proven before partnering with YM on tesmilifene. You can certainly wait for the taxotere trial to wait to take out that risk factor, although you would most likely pay for the wait. I don't believe it will be a problem.

The uses for tesmilifene may expand well beyond breast cancer. Gastric, Prostate, NSCLC. All very large indications.

I seriously doubt that in this aggressive cancer where tesmilifene has improved survival from 12 to 30 months that avastin will have this type of impact. The improved OS with avastin to date have been great for the patients but we certainly have seen nothing close to this improvement with tesmilifene.

What do you mean the trial design will be a tough sell? If they meet the SPA requirements the drug will get approved.

R

[io_io]

YMI:

"Avastin is easier to give than Tes"

?? Why say this ? What about the side-effects of Avastin (lung bleeeding, etc) ?

Question: supposing tesmilifene + chemo efficacy is confirmed by the trial, the label will reflect in part the earlier phase II success - even as a sub-group - surely with a strong survival benefit, the combo will immediately rival taxotere ?