Biotech Values

[DonShimoda]

a couple of additional ARIA thoughts...

I was surprised to learn that out of 155 NRx only 50 were from the early access program. So 2:1 new scripts are from pts who weren't in the PACE clinical trial. Additionally 40% of NRx are already coming from community oncologists where I was initially concerned there would be slow uptake. Add in the fact that IMS is only capturing 45% of scripts and the my take is the launch is significantly ahead of consensus.