Replies to post #12506 on Biotech Values

[cooldrinkh2o]

<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.>

I agree.

<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 reason no one is partnering with them at this point is that cytoxan is generic and epi is about to go generic. If they were an American company they might have made the phase III a Taxotere vs Taxotere/ Tes and Aventis might have partnered with them.
<
The uses for tesmilifene may expand well beyond breast cancer. Gastric, Prostate, NSCLC. All very large indications. >

I agree.

<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.>

We shall see. I hope we see similiar numbers to the NCIC trial.

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

Not talking about approval, talking about selling the protocol to the oncologists. If survival numbers are not signficantly better than the Taxol/Avastin numbers, then it will be a tough sell to the community oncologists. May require a small randomized phase II looking at both combos down the road if acceptance is weak among the oncologists community. Who knows maybe someone will do a Taxane/Avastin/Tes triplet. I wonder how much that protocol will cost?