Biotech Values

[biomaven0]

but it I'm not convinced that a drug that targets only ALK will be efficacious in the clinic

Based on my understanding of the pathway, if it's a tumor caused by an ALK rearrangement, then inhibiting ALK is all you need. Along the same lines as BCR/ABL in CML.

Pona of course currently has a much higher risk-adjusted NPV than does '113, but '113 in my view has greater ultimate potential.

Peter