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DonShimoda

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DonShimoda

Re: Whosetosay post# 20596

Thursday, 07/19/2012 12:50:51 PM

Thursday, July 19, 2012 12:50:51 PM

Post# of 80490

'113 data will be provide whole dollar changes to mix

Exactly, the next leg up is going to driven by the upcoming AP113 data. I believe the efficacy data is going to be there but the key, in my mind, is going to be the safety data, especially as it compares to NVS's LDK378.
Also, one other thing investors may not be focusing on is that we will likely get pona/gleevec first-line data much sooner from the MD Anderson head-to-head trial which just got underway than from the company sponsored 500+ patient trial, which is scheduled to start this quarter.
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