Replies to post #17507 on Biotech Values

[io_io]

Erbitux

What about it's first-line numbers - is 4% a little on the small side ?!?

[DewDiligence]

>It's amazing that Avastin is still killing erbitux in 2nd line with little data (mostly negative)<

What’s somewhat disappointing about the Erbitux CRC numbers is that all growth is coming from market expansion rather increased penetration. It’s not so much that Avastin is killing Erbitux but rather that a lot of patients in the second- and third-line settings continue to get chemo only (or nothing at all).