| I don't think his comment on 113 is that far off if you look at substance only rather than the tone. ALK+ is a relative small indication in NSCLC, and there is lots of competition in this space. Many tend to stress the differentiation, but if you look from further away distance, the three 2nd generations ALK inhibitors from NVS, Roche, ARIA are more similar than different - they are more like Sprycel and Tasigna to me, similar efficacy with different safety kinks. In this type of situation, first to market is important. NVS has two-year lead, Roche one-year lead over ARIA, which is an advantage, see Gleevec. I am not entirely sure pulmonary issue is entirely behind at this point because ARIA decided to maintain 90mg arm in upcoming trial. Based on all data available, everything considered, efficacy, safety in 1st and 2nd line, development plan, time to market etc, if I HAVE to pick one with some advantage over the others, I would pick Roche's at this moment. |
