[NICE] are going to apply their made-up standards to expensive drugs in any class - not just oncology.
However, oncology is clearly a focus, as the previous post (#msg-80856836) points out. (Ditto for the US market—see #msg-80599468.)
I stand by the assertion in #msg-76636562 where I said, “NICE is indeed the standard investors should be watching because the world is moving in that direction.”
Most biotech investors who concentrate on oncology are going to end up with bad track records during the next decade, IMHO.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”