Biotech Values

[rfj1862]

If memory serves (I don’t have search capability on this site) many years ago you posted about how investable rare conditions are after blockbuster sales were reported for a drug with a very small indication (I want to say novoseven). So this would represent a 180 on your part

I don't remember saying that (but I am definitely not denying that I could have said it) but unless you are a politician evolving your views over time based on evidence is generally considered a good thing.

But we're not talking about rare disease, we're talking about oncology. Yes the various molecular subsets of tumors can in many cases be viewed individually be viewed as rare diseases.

But you still can't charge the rare disease premium because then, using NSCLC as an example, you'd have 240,000 patients every year, each with a rare disease based on the molecular profile of their disease. It is not pharmacoeconomically feasible to pay rare disease prices to treat each and every one of these patients.