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Biotech / Medical : Abgenix, Inc. (ABGX) -- Ignore unavailable to you. Want to Upgrade?

To: DewDiligence_on_SI who wrote (468)	10/18/2005 11:17:18 PM
From: tuck	Read Replies (2) \| Respond to of 590

>>no compelling medical need to make the FDA want to rush an Erbitux knock-off to market. If the ex-U.S. data are not stellar, we’re probably looking at a Pani approval in 2007-08.<< How much better were the side effects of panitumumab versus Erbitux in previous studies? I seem to remember a general consensus that the former might have the better side effect profile. If this proves out, and efficacy is equal, I'd think the FDA would approve it on the basis of this study. I still think Imclone would have been up more than it has been if there had been a leak, but I will temper that by observing that Avastin seems to hold sway over both in many investors minds. Cheers, Tuck