Biotech Values

[DonShimoda]

The key to ponatinib's near-term value will be in obtaining approval with a broad 2nd-line label. The PACE trial enrolled pts with the T315I mutation or who had failed 2 prior tki's. For the most part, the analyst models I've seen assume that ponatinib will only get 2nd-line T315I pts and 3rd line sprycel/tasigna failures. If granted, the broader "one or more prior TKIs" label would significantly expand ponatinib's commercial opportunity.