Yes, that's a good point, and something that people with the ludicrous valuations are definitely missing. However, I think you're missing something as well: 85% of all CML patients are in chronic phase. Additionally, the pts with ALL treatable by Iclusig is a pretty minor proportion of the 1300 figure. Even if you say the ALL pts are HALF the 1300, that leaves us with 650 pts with CML. Of those 650, 85% are in CP, giving you 550 patients per year. The PACE trial still has greater than 50% of patients on Iclusig after 3 years. So, I must disagree that 300 pts per year on Iclusig is 'not conservative'. That gives at least some wiggle room to the treatment duration with, don't you agree?
