Biotech Values

[biomaven0]

>Ariad

I really need to see the actual posters - hard to tell that much from the PRs, which were pretty much as expected. Should see more details in tomorrow's presentations.

I want to see what the trough levels of '113 are at the 180mg dose. The fact that they are exploring a higher dose in EGFR is interesting. I don't always agree with their always "use the maximum tolerated dose" philosophy.

The Iclusig durability is impressive, as is the fact that responses deepen further over time. It might really be possible for a decent number of patients to treat w/ Iclusig for a year or so and then quit treatment and move to watchful waiting.

Peter