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


To: Biomaven who wrote (15154)1/8/2005 4:47:24 AM
From: Icebrg  Read Replies (1) | Respond to of 52153
 
>>Looks like plenty of room for Xyotax to improve upon it.>>

Yes, no doubt about that. APPX has chosen an interesting approach to their trial. Instead of - as is normally the case - matching the dosing and hoping for at least an improvement in side-effects, they appear to have tried to match the side effects and show a marginal improvement in treatment effects. They have taken out the CREMAFOR-related side-effects, but not much more.

I am actually surprised there was an approval here. Maybe this is also the reason for the strong CTIC reaction. The share price was up another 4,5 % after hours. I mean, if FDA can approve on data like Abraxane's, Xyotax should be a slam-dunk, if the survival benefits, which seem to be there, are for real.

Erik



To: Biomaven who wrote (15154)1/8/2005 4:12:41 PM
From: Miljenko Zuanic  Read Replies (3) | Respond to of 52153
 
<<Looks like plenty of room for Xyotax to improve upon it.>>

Just to make things clear (one more time): 80-90% of the Xyotrax dose is excreted in urine, intact, so formulation is “too stable”. My view is that drug will not work, or that it will not be significant advantage.

Miljenko