Biotech Values

[iandy]

Dew, Thanks for initiating the lively discussion of my favorite stock today.
I regret wasting a good part of my day watching the pathetic excuse for a football team Philadelphia is fielding these days.

From the Ariad Fact Sheet on Ponatinib:

>What do you view as the market opportunity for ponatinib in CML?
Based on recent analyst sales estimates, revenue for dasatinib and nilotinib in 2010 is estimated at approximately
$555 million and $363 million respectively. Considering that approximately fifty percent of patients will fail either
of these two treatments, we expect the initial market opportunity for ponatinib to be approximately half of this
current sized market. Revenue for imatinib in CML is estimated to be more than $3 billion in 2010.
In addition to CML, what other cancer indications could be pursued for ponatinib?
Ponatinib has been shown in preclinical studies to be active against Flt-3, the tyrosine kinase associated with
approximately 30 percent of cases of acute myeloid leukemia (AML). In addition to AML, ponatinib has
demonstrated preclinical inhibition of all FGF receptors, VEGF receptors and Tie-2, which are promising targets for
treatment of certain solid tumors.<

http://www.ariad.com/pdf/Ponatinib_Fact_Sheet.pdf