Biotech Values

[ghmm]

ARIA:

is it really a good strategy to out-license 113 to bet more on Iclusig at this point?

I don't exactly see it that way. I certainly would be for cutting spending a lot more baring some major finding to deal with vascular events it doesn't seem prudent to spend a lot of money to try and expand in earlier lines. I just don't see Berger doing that. But even if the company were to do that I'd still be for licensing brigatinib given it'll be a competitive market and the need for much greater spend to fully develop.

I am probably a bit more biased then most as I actually like getting royalties and reducing risk (and burn). In the rarer diseases where its not too expensive to run the trials and there will be little/no competition and small sales infrastructure needed I am all for the got it alone approach.