Replies to post #143095 on Biotech Values

[mcbio]

Not that the behavior of the patients in the trial will truly reflect the behavior of the patients in the real world, I was nevertheless surprised to see docexatel usage after abi (Zytiga) to be above 50% even at the interim. (Yet another important input if you are an OGXI investor)

Can you clarify what you mean here in terms of impact on OGXI? Presumably a good sign given this usage and the fact that custirsen is being combined with docetaxel?

Separately, any thoughts on the Zytiga+OGX-427 combo trial? OGX-427 has had some early interesting clinical data I think; would presumably be a big deal if the drug can show that it improves upon single-agent Zytiga treatment.

[jq1234]

You brought a good point. I think this is a point many people miss. Let's say Zytiga is approved for 1st line CRPC, sooner or later, they will need another treatment. At the moment, I am not sure taking MDV3100 after Zytiga makes too much sense. Even if it does, they will need another treatment after that. They can either go with chemo, or it opens door for alpharadin and/or Cabozantinib. IMO Zytiga/MDV3100 moving to earlier line of CRPC is good news for other players in CRPC. Not sure about Provenge because its place is before Zytiga/MDV3100.

[bladerunner1717]

Should Zytiga study have been stopped early?



http://www.xconomy.com/national/2012/06/03/jj-prostate-cancer-trial-shouldnt-have-been-stopped-early/


Bladerunner