Aug 03rd 2012 - Edison Investment Research today published a report on 4SC entitled "Competitor Setbacks In HCC". In summary, the report says:
4SC should have a clear run to seek to demonstrate synergistic activity of resminonstat with sorafenib in hepatocellular carcinoma (HCC), after recent failures in Phase III studies removed three rivals from contention as potential first-line therapies. Head-to-head studies with brivanib (Bristol-Myers Squibb) and linifanib (Abbott) have failed to show an advantage over sorafenib, while a combination study with erlotinib (Roche/Astellas) failed to show an additive benefit in first line HCC. 4SC aims to show that resminostat can maintain and/or restore sensitivity to sorafenib. We view these competitive developments as significantly enhancing resminostat’s profile in HCC and have increased our valuation by €50m to €192m to reflect this.
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