Biotech Values

[BTH]

I think that if you have a drug that shows clear evidence of survival (something like ponatinib, or ibrutinib type of drugs aka game changers) NICE isn't going to be a problem.

It will be a problem for drugs and those drug companies that show statistically signiifcance enough to meet an SPA but have almost little to no clinical benefit ..ie., a drug that shows a PFS benefit of 2.5 weeks, or something along those lines, in which an oncology company thinks just because it met statistical criteria and was approved, it deserves a $80,000 price tag.