It is because of estrogen that the large safety study for Libigel was initiated under an FDA SPA, The SPA included agreements to conduct post marketing surveillance regarding the longer term effects of testosterone use.
As for breast cancer, initially the safety/efficacy study was looking at cardiovascular and breast cancer SAEs as primary outcomes. When the trial inclusion criteria was changed to include women who were at an even higher risk of a CV event, breast cancer was no longer a primary outcome. In fact an independent Data Monitoring Committee (DMC) had completed nine unblinded reviews of the LibiGel Phase III cardiovascular events and breast cancer safety study, in each review the independent DMC recommended that the safety study should continue as per the FDA-agreed protocol, without modifications.
I assume you are referring to the same RG who said the Shire deal still made sense even without the reduced tax benefits, the RG who embellished his level of education. Is it a stretch to think that he might keep something like this close to the vest.
Then again you may be right, if so, then it is a clear sign that Abbvie will be sold and the acquirer will probably pursue it. Especially when you consider with over 7656 patient years of data collected, of which over 4000 yrs has been analyzed showing that post menopausal women who are at risk of CV events including:" a cardiovascular death, a non-fatal stroke, a non-fatal myocardial infarction, hospitalized unstable angina (including acute coronary syndrome), angioplasty, coronary bypass surgery, a pulmonary embolism and deep vein thrombosism, are 245% more likely to suffer a CV event, if they do not restore their t-level to pre-menopausal levels. Best of all there is no competition in this field.