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


To: zeta1961 who wrote (14233)11/19/2004 6:40:10 PM
From: Miljenko Zuanic  Read Replies (1) | Respond to of 52153
 
Elizabet,

<<I perused through the label..quite interesting, imo...shame we get this detail only after it's been approved or a product going to ODAC..Interesting drug interactions..>>

Difference between EGFR(+) and EGFR(-), as well platinium experienced and naive, were known from before and it was not secret (until label become available).

I was concerned that international data on pts baseline status(stage II vs stage III) will be somehow compromised and that FDA will not grant clear second line setting. Contrary, they got broad label.

IF I am OSIP SH, initial market reaction will not be my concern. I think that sale will be impressive and better than for Iressa (until we get PIII Iresa data????).

Miljenko