Post by
DamnYankees on Nov 07, 2015 10:28am
Anybody read up on Adcomm
Wondering whether anybody else has investigated Adcomm & FDA results for second line oncology submissions? The closest anyone has come to touching on it was Mr. Ford. I mentioned last evening that the criteria and threshold for second line approval would seem to be different from frontline. Efficacy, safety, urologist support, immediate need and Insurance clearance. This might be the quietest almost layup in the history of biotech. The biggest unknown for me is what side of the table Endo's representative will be sitting on
Comment by
greenbacks on Nov 07, 2015 11:35am
Nice to see we are on the same page!
Comment by
Frogger2 on Nov 07, 2015 12:34pm
Nice posts Yank and Green! I did not realize Endo would have Rep on the committee? It seems odd in two ways, they are a stakeholder although small with Telesta and they stand to lose market share if appoved. Strange
Comment by
DamnYankees on Nov 07, 2015 12:49pm
I was half kidding with my ENDO comment. Having said that they are the only organization I am aware of that would have any reason to oppose this. Yet their royalty stream and territorial rights for MCNA would probably generate a better rev number than Valstar. It is an unusual position to be in. Still a strong possibility that they partner with and or but Telesta.