I agree. I hope they start running a P2 trial with Zytiga.
BTW, zytiga is used with prednisone.
Another drug in which I'm interested is perifosine (AEZS/KERX) which, similar to OGX-011, also needs to be used with another drug Xeloda (=Capecitabine; patent expires in 2013). In the latest CC, when asked about the price, the ceo of KERX used the same argument when hinting that they may price it in the same order of magnitude as zytiga even though it needs to be used with another drug.
I think part of what's held down OGXI's valuation is that 011 has to be used in combination with chemo whereas Zytiga, for example, doesn't. That's why I think a showing that 011 can enhance non-chemo drugs like Zytiga would open some eyes in the investor community.
The fact that 0GXI has presented preclinical evidence of synergy with MDV 3100 but not Zytiga may not mean Zytiga synergies don't exist. It could just be that OGXI wasn't able to begin studies with Zytiga until it was approved for marketing (last December, I believe). I assume that in order to do the study with MDV 3100 even though it's not approved they must have gotten permission from Medivation. If I'm wrong about that, please correct me.
I think custirsen should be compared to zytiga rather than provenge.
>As for prostate cancer drug Zytiga, the company has already sold nearly $60 million in its first two months in the U.S. Dodds says he expects the company to sell $1.7 billion worth of the drug by 2015, $500 million ahead of Street estimates.