Biotech Values

[poorgradstudent]

ARIA:

The slope of the sales ramp

The AF article is fine provided that he follows up with this fund manager once the data supporting or refuting the claims are available. In other words, once EPIC data are in and first year sales can be reasonably approximated, a follow up call is in order.

As for the slope of the sales ramp, it's always concerning if sales suddenly flatten out / decline. But I'm not so sure that it's because ponatinib is a dirty drug: all those safety data were available at the time of launch. It could simply be due to the fact that the patient population that is getting the drug is / will remain modest in number until additional data are available.