Replies to post #153584 on Biotech Values

[genisi]

PFE's PD-0332991

This could be a very big product

Absolutely, 1st line in ER+/HER2- is very big and the HR=0.37, 95% CI 0.21-0.63, p<0.001 on PFS is very impressive. Of course, the FDA may want two co-primary endpoints - PFS and OS in phase III.

[DewDiligence]

JPM analyst projects "only" $1.25B breast-cancer sales for PD-991 in 2020. (Source: Jonathan Rockoff of WSJ.)