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DonShimoda

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DonShimoda

Re: jq1234 post# 166834

Monday, 09/23/2013 11:12:49 AM

Monday, September 23, 2013 11:12:49 AM

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You won't get any argument from me that hitting VEGFR is a concern. However, I'm betting that Iclusig's overall safety profile is in the same ballpark as existing tki's. If it is, and Iclusig delivers a significantly better MMR when compared to sprycel/tasigna (say 55% vs 45%),then the market is significantly underestimating the 1L/2L commercial opportunity. Hopefully MDA's ASH data will provide additional clarity...buckle up!
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