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Biotech / Medical : OSI Pharmaceuticals (OSIP) - formerly Oncogene

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To: tuck who wrote (316)11/15/2005 1:00:44 AM
From: Miljenko Zuanic  Read Replies (1) of 447
 
Thanks,

Latest script data confirm my concern that Tarceva will have hard time to penetrate second-line NSCLC segment, unless they generate convincing trials data for monotherapy and/or additive with chemo. At this time I will not bank on Avastin/Tarceva combination.

Bottom line, is OSIP concern about current Tarceva limits, so buying Eyetech is to refocus investors toward somewhere else than core business?

Miljenko
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