Biotech Values

[iandy]

Dew is right. Pona will earn more if CML remains a disease that requires chronic treatment for almost all patients.
If you are trying to calculate Ariad's hypothetical future worth (instead of focusing on just pona in CML) you should not ignore pona's potential in other indications and AP26113, which has at least double the potential of pona in CML.

BTW: MD Anderson has already begun a 50 patient Frontline trial of pona in CML.

http://clinicaltrials.gov/ct2/show/NCT01570868

This study will provide the first data on pona in frontline and ,if the results are as expected, might trump anything NVS is doing to protect their CML franchise...

I think.