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Re: Whosetosay post# 49778

Tuesday, 06/03/2014 9:37:39 AM

Tuesday, June 03, 2014 9:37:39 AM

Post# of 80490
I think the PR for the next molecule (which could start in July) will be carefully orchestrated to deliver the best shareholder value. Look at the value Clovis achieved at their peak with just a few hints of success in EGFR NSCLC. If Ariad hints at a target such as KRAS or MET, it will be off to the races. Genetech's recent failure in MET shows how hard this really is.

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