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GLG News by Skin Cancer Oncologists (US)

November 27, 2006
The favorite drug
Analysis of: FDA Expands Use of Herceptin for Early Stage Breast Cancer After Primary Therapy (www.ptcommunity.com)
1. Herceptin is one of the favorite drugs used by oncologists2. Optimal schedule and length is not clear3. Role of additional testing is not established4. Competition is around the corner
Analysis of: Cell Therapeutics: Xyotax faces more developmental delays (www.pharmaceutical-business-review.com)
Implications: 1. Drug will be delayed further2. Abraxane and Epothilone B will be approved. 3. If management understood that approach of early 80s does not work now, the drug would be available on market years ago.  
Analysis of: NICE rejects use of cancer drug Tarceva (www.pharmaceutical-business-review.com)
1. The first working drug will not be approved because it is too expensive.2. Narrow indication: never smoker, EGFR (+) would likely be approved if submitted, but that would establish the precedent and affect many other drugs3. US regulatory authorities may follow suite.

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