All GLG News Analyses Filed Under: Oncology

Great Deal for Exilexis!! I am not sure about BMS

December 22, 2008

Analysis by: GLG Expert Contributor

Analysis of:Bristol-Myers, Biotech Firm to Develop Cancer Drugs | online.wsj.com

BMS is forking out a lot of cash ( $ 240 million) for two cancer drugs still in development. BMS may know something I don't!!!

BMS & Exelixis: A bargain?? The cost appears high?

December 16, 2008

Analysis by: GLG Expert Contributor

Analysis of:Bristol-Myers, Biotech Firm to Develop Cancer Drugs | online.wsj.com

"Under the agreement, Bristol-Myers will pay Exelixis $195 million now and another $45 million in 2009 to codevelop the drugs, known as XL184 and XL281"

Perhaps the proble is not the British but......

December 4, 2008

Analysis by: GLG Expert Contributor

Analysis of:British Balance Benefit vs. Cost of Latest Drugs | www.nytimes.com

Britain is reticent to pay for Sutent which will prolong the patients life by months.....

Accuray Cyberknife Sales About to Go Through The Roof

December 1, 2008

Analysis by: GLG Expert Contributor

Analysis of:Experts Debate CyberKnife for Prostate Cancer | www.washingtonpost.com

Prostate cancer can be treated by Cyberknife, and the numbers of patients treated and the number of units sold by Accuray (ARAY:NASDAQ) will very likely increase dramatically over the next 5-10 years. 

Michael GrossbardProfessor of Clinical MedicineColumbia University College of Physicians and Surgeons

Avastin Raises Risk of Clots: New News?

December 1, 2008

Analysis of:Scientists recommend 'black box' for Avastin | www.fiercepharma.com

In pooled data from 8000 patients across 15 studies, the risk of blood clots was increased by 12% in patients receiving Avastin.

Donald FlemingDivision Head of Hematology and OncologyDAVIS HEALTH SYSTEM INC

It's always what's relative and seldom absolute

November 26, 2008

Analysis of:Scientists recommend 'black box' for Avastin | www.fiercepharma.com

Satistics are usually used to reveal dramatic differences Patients often misinterpret relative differences for absolute ones patients are willing to do a lot more to get any benefit in cancer outcome

Avastin and clots? News to me. Black box warning? Why?

November 24, 2008

Analysis by: GLG Expert Contributor

Analysis of:Scientists recommend 'black box' for Avastin | www.fiercepharma.com

The exact quote is " Avastin, could raise the risk of blood clots by about 12 percent."

Vandetanib (Astra Zeneca): too long at the "Fair?"

November 19, 2008

Analysis by: GLG Expert Contributor

Analysis of:Randomized Phase II Study of Vandetanib Alone or With Paclitaxel and Carboplatin as First-Line Treatment for Advanced Non–Small-Cell Lung Cancer | jco.ascopubs.org

A VEGF inhibitor that appears to work well with chemo in non small cell lung carcinoma.

Donald FlemingDivision Head of Hematology and OncologyDAVIS HEALTH SYSTEM INC

The rash and EGFR response can be helpful

November 19, 2008

Analysis of:Merck KGaA: Overall Survival in First-Line NSCLC Reaches 15 Months | www.drugs.com

Many studies support EGFR response correlates with rash Many attempts to actually increase the incidence of rash Most patients will use the EGFR treatments despite the rash

Erbitux improves survival in lung cancer

November 19, 2008

Analysis by: GLG Expert Contributor

Analysis of:Merck KGaA: Overall Survival in First-Line NSCLC Reaches 15 Months | www.drugs.com

1.    The study is valid, and the data are believable.  However, the question is whether the use of erbitux, an extremely expensive agent, is optimal in this context.  Should it be given at relapse?  Should it only be given to patients with kras mutation?  Given its toxicity and expense, I would not prescribe it to everyone with lung cancer. 2.    The agent Pamitumimab may in fact be better than erbitux, and needs to be studied inthis context.  This agent is like erbitux in action, but is fullly humanized, and as such doens't need to begiven as often, and is much less likely to cause infusion reactions. 3.    Recently, the use of pemitrexed as "maintenance" therapy (and some data on tarceva as maintenance therapy) have suggested other ways to improve survival in first line treatment of lung cancer, and both of these approaches are less expensive and less toxic than erbitux in this context.     This did not change my approach to treatment in lung cancer.

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