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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Vector1 who wrote (6950)	8/21/2002 1:30:40 PM
From: Biomaven	Read Replies (2) \| Respond to of 52153

V1, Note also that there seems to be some synergy with radiation, so not all is lost in terms of combo therapy. It's really pretty puzzling why the combo didn't work at all. There was no indication of this in pre-clinical studies - it may be something specific to lung ca or to the particular combo. I guess the lesson here is more Phase II's - I don't think there ever was a Phase II of Iressa in a combo. Unfortunately there is going to be a long period of skepticism now about the OSIP drug. It's hard to know what the best timing is - in the current climate it might be better to wait. I hold some OSIP from a long time back, and I presently intend to keep holding. Unfortunately this result is going to make the FDA that much more cautious about approving on the basis of surrogate endpoints. However, in the case of Iressa, there was sometimes substantial and rapid symptom improvement, so they may just approve on a palliative basis. Peter