Nexavar vs. liver cancer: the winner is......

Frankly, me, and every other ONXX shareholder, as data strong enough to stop the trial has boosted ONXX by 95% so far today.

Read the linked article for something to ponder, though. ONXX partner Bayer projects PEAK Nexavar sales at ~$650M even WITH a liver cancer (5th most common cancer) approval, even with ~$130M in sales in the less than a year that Nexavar has been on the market. (And selling at a current annual run rate in excess of $150M.)

Is this yet another example of underestimating the market potential of targeted drugs? (Remember how Daniel Vasella said at introduction that NVS expects Gleevec sales of a few hundred million dollars a year? (vs. $2.6B in 2006.))

Wyeth's Torisel granted priority review

The first mTor inhibitor has been granted priority review. Approval is requested for RCC, which puts it in direct competition with Nexavar and Sutent. As Torisel is fast-tracked, performance is likely impressive and perhaps superior. I wonder if Onyx/Bayer or Pfizer is already talking to Wyeth about conducting combination trials.