Why I favor CYCC over SNSS
It is my view that SNSS's Voreloxin will have great difficulty competing with CYCC. First of all, their study is being combined w/ Cytarabine for refractory AML. This is a flawed strategy. Refractory patients will be too frail for this type of regimen and will never initiate such treatment. SAPA/DAC will ultimately be approved for front line AML and due to the lower toxicity of this regimen, no better long term maintenance drug combination other than SAPA/DAC will be available. The hint of this is the huge reduction in the 60 day mortality rate in the SAPA/DAC pilot arm study. I believe this hypothesis will be confirmed by the mature data of the Seamless pilot arm which will available by the end of this year. As a side note, Voreloxin has a rather nasty side effect of muccocystic oral lesions and is IV administered.