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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Vector1 who wrote (9519)1/30/2003 10:52:35 PM
From: Miljenko Zuanic  Read Replies (2) of 9719
 
Iressa recommendation was based on ~180 pts PII data, and with ~10% response rate with slightly increase in survival time.

Velcade beet all this with 100% margin, except for pts number (~210).

85% already failed thalidomide in Velcade trials, and were failing at least 50% more different therapies than pts in initial thalidomide trials.

Maybe it appears that that this was desperate move, but regardless what it is I am giving them +99% chance for approval before Sept-end.

Miljenko
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