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DewDiligence

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DewDiligence

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Re: DonShimoda post# 151394

Sunday, 10/28/2012 5:35:55 PM

Sunday, October 28, 2012 5:35:55 PM

Post# of 252503
Your concern as an ARIA investor is not whether Tasigna, specifically, can cure CML for a significant proportion of patients, but rather is whether any drug (including Ponatinib) can. If CML were to become a non-chronic disease for a significant proportion of patients, the valuation arithmetic on ARIA would have to be adjusted rather drastically.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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