With the latest sub-analysis it is becoming clearer that SIRT, for liver only mCRC, is likely to give an OS significantly above existing SOC, with or without Bev. As an aside, for liver only pts, is this not a Bev killer?
Do we have any oncologists on the forum, or those with very close friends, that can provide a reasonable case for not improving OS by a similar 6/8 months?
I am of the view that OS is a given in liver only pts, and large enough for SOC recommendation. But happy to consider alternative views.
I would expect (hope?) ESMO to give a recommendation when they perform their annual guidelines in a couple of months time.
At the end of the day, dose sale increases are what we all need and October may be the first time we are made aware of any movement based on the trial results. We have sort of come to expect 20/25% over the years, so I'd be looking for at least 33/40%.
According to the analysts, Mr High Ball, has penciled in about 80+% sales revenue growth for this year. Unless they are considering a substantial price increase then this would be about the same % dose unit sales. Just for balance Mr Low Ball has about 10% increase - clearly not impressed with the company on any level.
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