Biotech Values

[iandy]

The notion that Iclusig won’t sell in the second-line setting at community onc centers is off-base,

I respectfully disagree.
While I know this black box is not comparable to the Tysabri black box, it is a black box nonetheless.
There will be warnings on every piece of promotional literature. Norvartis will probably emphasize the dangers in their marketing materials.

I am sure Ariad will be very prepared.
They said they will be spending the next week familiarizing their salesforce to the label.
Heck,Harvey said he would go to doctors offices himself.

I still think the box will effect initial uptake.

This stock was almost priced for perfection.
The broad label is great.
The warnings are a drag.