It’s astonishing that OSIP is trading at one fourth the level it reached immediately after the phase-3 data release for Tarceva in NSCLC.
The fallout from the EYET deal is well-understood, but the impact of LLY’s Alimta in second-line NSCLC is rarely discussed. If Tarceva had to compete there against only Taxotere, it would have a much easier time gaining traction.
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