Biotech Values

[mcbio]

Wonder what effect NVS will have on them, Ph3 data in second half of this year on PKC412 in FLT3+ AML. Could present a challenge to AMBI trial enrollment and future sales competition.

I'm not up to speed on the midostaurin data to date so I'd be curious to know how it compares to quizartinib data to date. At this valuation, I think positive data alone for quizartinib in Phase 3 would be enough to move the dial a good deal at this valuation. Of course there's far from a guarantee on positive Phase 3 data.