Lilly is a player in oncology, but its drugs (Alimta, Gemzar) are more on the chemotherapy side of the spectrum.

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Adding to the risk, Alimta, a new chemotherapy from Eli Lilly (nyse: LLY - news - people ), was recently approved for one form of lung cancer and is expected to be approved for the same form that Tarceva would be used to treat.

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