Biotech Valuation Message Board

To: NP1986 who wrote (38378)

6/2/2012 5:13:43 PM

My personal view is that Tivo will become the drug of choice for first line use, but others who I respect (including Sally of pharma strategy blog) disagree. You can argue about whether efficacy is better than Sutent or not (I personally think it is at very least no worse and possibly better) but you can't argue about tolerability. So why wouldn't you start with the most tolerable drug, and reserve Sutent for 2nd line? Makes life easier for the oncologist too - fewer dose interruptions and dose reductions.

Peter