Replies to post #143360 on Biotech Values

[biomaven0]

I hadn't realized that. But they are pretty much obliged to dose according to the label in a trial even if that isn't the de facto standard.

Here is the INCY/LLY abstract:

https://b-com.mci-group.com/Abstract/Statistics/AbstractStatisticsViewPage.aspx?AbstractID=115194

Looks good to me. Same ballpark as Pfizer's drug tofa on ACR20/50/70. Substantially better performance on DAS28<2.6 (a standard measure of remission) with 37% and 22% for the 4mg and 8mg doses compared with around 10% for the Pfizer drug. It's also once a day rather than tofa's BID.

Peter

[DewDiligence]

Research report on RA states what many investors already knew:

http://finance.yahoo.com/news/rheumatologists-continue-prefer-enbrel-humira-130000072.html

Rheumatologists Continue to Prefer Enbrel and Humira as Both Their First and Second Line Biologic Agents and the Combined Formulations of Orencia as the Dominant Third Line Agent

Save yourself the money and don’t buy the report!