Ariad discusses pod pops, but I am discussing their BUSINESS. I modified Ariad's assumptions based on what I believe the '788 effects on their BUSINESS (revs), based on their pod. From the 11.16.2016 preso, Ariad says 6000 pod '788 will double+ Ariad's CURRENT 5000 projected Pona+Brig pod total. But IMO, pricing for '788 should be higher than the prevalent Pona dose at that future time (10mg 15mg by then), so I estimated a triple in BUSINESS, while only a double in pod. Not only that, but if '788 is indeed a pan EGFR drug as thought, a quad+ is possible.
On that chart, I don't see as much a higher Pona pod pop that they see. Brig could be higher, which might reduce the ratios a bit.
To keep it simple, again IMO, '788 increases Ariad BUSINESS to 3x or 4x, using my assumptions, maybe 2x or 3x in pod. 4-7 years out.
What do you think pod and their BUSINESS will be by then?
The BoD overpaid themselves and the CEO, they breached their fiduciary responsibilities, they doctored their records and coerced and bought off their accuser...I want THE TRUTH!!!
