Their drug takes signaficantly more cycles to produce results, however it may hold the advantage on survival. Dacogen works faster and harder and obtains results in one/two cycles. Dacogen can be administered at home and vidaza more on a outpatient type setup. I would wager that most patients are on medicare that receive this care and the fee's are set. This in my opinion favors Dacogen's home/nurse administering, since it inconviences the Md';s the least. There's also a very big psychological measurement that the md's and patient experience. The measurement for progression or response is 22 parimeters for complete response. Let's say slowly vidaza gets you there 15% of the time, now Dacogen comes along with Adopt response of let's say 40%, now by all indications after just a few cycles both the patient and Md's see the only measurement available, well IMO that goes along way to mentally dealing with this cancer. I believe it's important to see some results early in this treatment, to be told that it will take 7-9 cycles of the other guy's drug to get to where maybe 2-4 cycles of home administering, which we all know is opreferred to any patient. I see some strong reasons to opt for Dacogen, specially is ADOPT news is big on RESPONSE!
I would gladly settle for a tie. There is a large enough market for both drugs to prosper. Considering 50% of the patients dont receive either agent. This is indicative of the fact these docs are ery independent thinkers. A tie gives us a double digit stock price. Cant wait to Oct IMS due out at the end of the month,