Trading Halt, page-44

'biologics aren't a standalone treatment. It works by (basically) inhibiting blood vessel growth '

A very pertinent view.

The question is if the major impact of the biologic is to hit the liver mets, and SIRT can be shown to deal with this as well as the biologic, then does the biologic extend life due to the mets in the lungs etc?

You would hope it does, but we will not know until we get the OS data in 2017.

If the SIRT arm without BEV shows a similar OS (or better) then the whole question of BEV will be called into question. Even if BEV gives an extra month or two it will be questioned due to the adverse events, and quality of life aspects, IMO.

As I understand it BEV costs about $100k per year and can cause additional medical costs due to the side effects. Would appreciate any medco validating, or not, this assertion.

With a medium life expectancy approaching 24-30 months, does this treatment cost $250k? I don't know if it is a for life drug, or if a pt comes off the drug after x doses - any views?