In theory it's a nice approach, but now you have to ask if the target is expressed in all tumor vascalature or only some? If only some, is that enough to make a difference? Most critically is it sufficiently expressed on the outer regions of a tumor (where the growth is happening) or just in the already-hypoxic interior?
I think this is why the Bavi trials have combined it with different agents. Some appear to work better (i.e., causing more PS to be expressed on tumor cell walls) than others. The 2nd line NSCLC trials appear to show that Baiv + Docetaxel works very well in this regard.
I understand your caution, and consider you a paradigm on how to make money in biotechs.
:-)
Bob