Biotech Values

[olddogwithnewtrix]

On ARRY-614 I think even at the lowest estimates -let's say 300-500 million- it would offer some decent value to the stock at these prices if the launched it solo. Not a difficult drug to sell in this MDS population. Seems to work well in the platelet def transfusion dependent group.

The Spaniard in the 12/16/11 is extremely confident that it will help many, but just the lower risk requires a lot of transfusions. 5 of 7 platelet def trans dep. reacted quickly.

The typical patient with MDS is diagnosed between age 70 and 80 years (with an incidence rate of 26.2 of 100,000 for septuagenarians and 47.6 for octogenarians) and has substantive transfusion needs: in one study, among lower-risk patients, 57% had received an RBC transfusion and 37% had received a platelet transfusion, whereas among higher-risk patients, 88% had received an RBC transfusion and 58% had received a platelet transfusion.10

http://jco.ascopubs.org/content/30/8/774