Yes, Excel is 'only selling" $125m but it's only been on the market for a short time and has now been approved for earlier use. Excel is only at the beginning of probably a Billion dollar drug.
Ariad at this point has peaked out at $190m and will need more positive trials to expand its market.
Big big difference.
Now once Ariad receives Brig data and once the Onc's feel safe the story will be different.
Excel is performing right now while we hope that Ariad performs in the future. We will not get paid until that performance happens.
As we all know that's a big difference.
It's only a dream to think the shorts are holding this down.
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