Biotech Values

[ariadndndough]

Dew one of your favorite analysts at Rachel at BAML wrote

We are lowering our ‘13-‘15 Iclusig est to $27M, $85M and $198M. Our new est
are based on a conservative scenario in which Iclusig TRx are 25% lower than the
initial Tasigna launch vs. to our prior assumption that uptake would be an average
of Tasigna and Sprycel. Additionally we pushed out EU sales est given the difficult


i just dont see how aria does not beat these estimates. it was stated on the call that the compassionate care trial ends jan 14 2013 and 100/400 are patients are in the usa. that alone is about 15 million in revenues.. most the other analysts were in 35-45 million camp.

mike king who is now with Dawson James who to me has been the most accurate analyst on aria has 2013 sales of 50 million plus.

imho i think aria will do about 75-85 million plus in 2013.

you must remember that is only about 700-800 patients.

we shall see?

now what i would really like to know is what dose 113 is dosing at now. greater then 300???

good day

dough