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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: JustTradeEm who wrote (9395)10/15/2002 5:54:46 PM
From: tuck  Read Replies (1) | Respond to of 9719
 
JB

OSI's Tarceva is very similar to Iressa. It was hoped that small molecule EGF inhibitors were still viable following mixed efficacy results and tepid ODAC approval. Now it looks less plausible that the FDA will accept 'em, because safety problems seem to be showing up in Iressa:

Message 18114036

It was hoped the mechanism of action was sufficiently different, and that OSI's trial design was better than AZN's. Now, that may be moot. V1, correct me if I'm wrong, and feel free to supply your own rationale for bailing.

Cheers, Tuck

PS This also isn't helping ABGX, whose lead compound is an antibody inhibitor of EGF.



To: JustTradeEm who wrote (9395)10/15/2002 5:58:19 PM
From: Vector1  Respond to of 9719
 
JBinPA,
22 cases and 13 related deaths from pneumonia related to IRESSA treatments in Japan where the drug is approved. This may or may not have a class effect, (ie Tarceva) but in the short term will cause downward pressure on OSIP.

That is why VD Model sold shares today.

Steve


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