My take is that these guys need to focus, do less, deliver more and need robust clinical data to have any chance of success.
Sirtex got a lucky break in 1997 with their clinical trial when FDA were less demanding on data / trial design and got US appoval for CRC. It was the US market that made Siretx so valuable. ROW was minimal.
Nordion/Therasphere missed that FDA regulatory window and it took them 10/15 years to catch up after spending millions on clinical trials that took years to recruit and it was not until they had BTG/Boston cash behind them and made a success of the US that they started to fly.
Both these guys where in big oncology spaces, liver/colorectal vs panc.
Ann: 200th patient treated with the OncoSil device, page-49
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