Prostate cancer treatment zibotentan is looking like less of a threat to Dendreon's
An interim look at the data suggested zibotentan wouldn't extend survival in non-metastatic prostate patients. AstraZeneca decided to take the preliminary peek after a clinical trial failed to show that zibotentan helped patients with metastatic prostate cancer last year.
Zibotentan has failed in both early- and late-stage prostate cancer, but Dendreon isn't completely out of the woods yet. Both of those trials were testing zibotentan as a monotherapy, and AstraZeneca still has one more trial testing zibotentan in combination with sanofi-aventis'
That trial, which will read out in the second half of the year, is the biggest threat to Provenge; if a zibotentan-Taxotere combination works better than Taxotere alone, it could end up extending survival longer than Provenge. Given the data to date, that seems like a long shot, but if zibotentan has any activity, combining it with the survival benefit from Taxotere would seem to be the easiest way to see an effect.
Provenge could also see competition from Sanofi's Jevtana and Johnson & Johnson's
For now, my pick for the best stock of 2011 seems free from immediate competition other than wimpy Taxotere. As long as Dendreon can get its manufacturing ducks in a row, sales should continue to roll in.
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