Competition is Validation!
Whenever a competitor finds something and that competitor has the similar product, adopts similar science and strategy.
Good results is actually validation
(EGFR) + (VGFR) = less blood
Tarceva + Avastin = good maintenance in lung cancer !!! Hourray!!!
It's validates the fact that combo mix are the new standard of care.
4601 is now a must have combo partner, shown to increase efficacy to all TKI inhibitors
4601 is a strategic Ras inhibitor because of KRAS mutation (30% of overall cancer market)
4601 is dirt cheap to own.
Great new potential (combo market, KRAS mut market, lung cancer market) and dirt cheap valuation....
Tomorrow, Astra presents data on IRessa revival and new mutations benefiting from IRessa. If those mutations are exactly the same one 4601 mentionned at AACR
https://www.thallion.com/docs/publications/26.AACR09-Batist-Web.pdf