Replies to post #133535 on Biotech Values

[mcbio]

I jus dun think there is much room for a drug in breast cancer.

I would think there is plenty of room for a drug in patients who have no other approved options. And I would think there is still a big enough market for a few drugs expected to come on the market near-term (e.g. T-DM1) to be able to compete successfully with one another. And based on CLDX's tiny market cap and fact that they still own full rights to 011, I don't think they need a bonafide blockbuster to move the needle on the valuation.

We both know arrys herb2 drug is very effective with little sides but they are shelving it.

ARRY had some limited and very early promising data on their drug but much larger and longer studies were needed and they don't have the resources for that. It's still available for partnering but I'm not holding out hope for anything.