Ariad Pharmaceuticals Inc fka ARIA

[DewDiligence]

If Biomaven predictions hold true, then there isn't a lot of value in Iclusig for CML, even with FDA and EMA nods to move forward.

Actually, formally restricting Iclusig to T315I patients could turn out to be bullish insofar as it might allow ARIA to charge a much higher orphan-drug price than what it was charging previously.

In the prior discussion on iHub about why ARIA is charging patients $0 in the compassionate use program, one of the arguments was that ARIA didn’t want to disclose its production cost. I initially thought this was an unlikely reason, but now I’m not so sure.