Replies to post #148098 on Biotech Values

[mcbio]

The problem with any combination with Zytiga today is, are they going to show the combo is better than Xtandi? They need to because the combo is going to cost more than Xtandi alone even though Xtandi is priced much higher than Zytiga.

Fair enough, but there's also the potential to combine OGX-427 with Xtandi as well. I believe OGXI has put forth such a possibility before. I think the initial combo trial was chosen with Zytiga because it was already approved (the upcoming combo trial will be an investigator-sponsored trial). Now that Xtandi is approved, hopefully there will be a combo trial of 427+Xtandi down the road.

[turtlepower]

EXEL-

Cabo is a lot better bet on Xtandi/Zytiga failure because data showed there wasn't much difference in Xtandi/Zytiga treated vs chemo treated - this is an important factor to me in EXEL valuation.

Was that proven with the 60 mg dose, which is what they are using for COMET-1? The previous data for xtandi/zytiga failures is with the 100 mg dose.

[mcbio]

I agree with Peter Cabo is a lot better bet on Xtandi/Zytiga failure because data showed there wasn't much difference in Xtandi/Zytiga treated vs chemo treated - this is an important factor to me in EXEL valuation.

Has cabo ever led to a CR in prostate cancer, as OGX-427 did in its most recent Phase 2 trial?