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Novartis AG Message Board

  • nevil_h nevil_h Jun 11, 2013 5:33 PM Flag

    NVS should license/acquire TIVO for RCC

    Run a Phase III trial of TIVO- Afinitor vs. Sorafenib- Afinitor.

    Or even

    TIVO-Afinitor-Dov vs. Sorafenib- Afinitor- Sutent/BEV


    to get a piece of 1st-line
    to cement TKI-mTOR as the standard of care

    TIVO should be a cheap get from AVEO -- they just got rejected by the ODAC/FDA and Astellas pulled out as a partner for RCC. But TIVO significantly improved PFS. The OS trend that got them rejected was almost surely due to one-way crossover. Designing a winning trial for this known quantity would not be as risky as moving a newer agent to 1st-line in Phase III.

    It would be a good move.

82.51+1.33(+1.64%)Jun 30 4:02 PMEDT