RE: RE: FDA Meeting looks like we have an answer: FDA strongly recommends larger MBC trial; not one for rapid failures on xeloda.
The "market" is obviously not liking the press release, presumably because ahx doesn't have the resources to conduct said trial alone.
However, that is not to say the data has weakened. So they will have approach it in a different way. Wait for STS next move or find a partner, etc...
In the meantime, I still think if they can figure out why transitivity did not hold in the arm 1, 2, x comparison, a larger trial -- though more taxing -- will ultimately pay off in a bigger way, if there is a payoff.
By the way, I would like to hear the FDA's rationale for their recommendations.