Replies to post #143097 on Biotech Values

[ciotera]

Zytiga/MDV3100 moving to earlier line of CRPC is good news

Zytiga moving to earlier lines is good news only for JnJ.
In effect, chemo (DTX) is being pushed further and further back.
If before DTX was started after 2 hormonal failures, now it will be after 4. By which time, the patient will be heavily metastatic. In the worst case scenario for DTX and everyone else who is developing add-ons to DTX or post-DTX options, chemo in CRPC will be reserved for patients with visceral mets or very rapidly progressing disease. Which is basically a niche "trainwreck" opportunity.