Roche fights back Astra!!! NEWSSS
Check this out:
https://www.reuters.com/article/rbssHealthcareNews/idUSLO18352620090424
thallion's poster
https://www.thallion.com/docs/publications/26.AACR09-Batist-Web.pdf
Roche is not letting this market go away.
Astra will be forced to buy TLN
From poster:
TLN-4601 is a promising candidate for cancer treatment in combination with TKIs.
It is efficacious in the presence of the EGFr L858R mutation, highly expressed in Asian patients with lung cancer.
Moreover, it can increase TKIs effect, especially erlotinib, and overcomes not only
T790M -induced resistance, but also K-RAS-induced resistant
If Astra buys TLN it gains access to EGFr L858R mutations market as a leader, 3% of Asian population makes a huge market. There is lots more asian than white people.
Also, Astra would gain advantage to T790 mutations
Also, KRAS mutation markte.
If Roche is not bidding for TLN, it will be second during the 2nd generation drug.
Hummm.... All those analysts are missing TLN from their RADAR screen. It will be short and sweet when the market reacts.