Biotech Values

[jq1234]

Gleevec is annualizing over $4B vs Sprycel + Tasigna $1.8B even though the later two had better efficacy. Once Gleevec goes generic, I expect Sprycel + Tasigna in 1st line use will decline, limiting them to 2nd line use almost exclusively. Now you add another player to the mix in the future, so it is not going to be that easy.