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Replies to #16835 on Biotech Values
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walldiver

10/13/05 1:48 AM

#16837 RE: DewDiligence #16835

4/26/04 was my most exciting day in the market ever. Little did I know that that was the high-water mark of the bio bull from late 02/early 03.

<<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.>>
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poorgradstudent

10/13/05 10:25 AM

#16848 RE: DewDiligence #16835

If OSIP's numbers are to be believed, a 29% market share in second line nsclc isn't too bad at this point. However, I would be interested in the breakdown for the other contenders such as Alimta and Taxotere. Is the market practically evenly split into three at this point, or is alimta running away with it?