Biotech Values

[DonShimoda]

Thx but there really isn't much to say until we have some front-line data. Hopefully we'll get a precursor to the EPIC trial at ASH from the MDAnderson IST. If the 12 month MMR is as I expect (58%+) and the safety profile is comparable to sprycel/tasigna, then today's arguments will finally be put to rest. Generic gleevec will offer the best value while Iclusig will be best-in-class...both will do well imo at the expense of tasigna/sprycel.