Biotech Values

[tony111]

I agree the price is fair now and I sold all my ARIA today. The company is burning cash at a fast rate and with all these news trials that need to be started an offering or debt financing is likely. The company is worth investing once they have 2 years of cash to burn. I still think iclusig for GIST second line and fgf driven tumors will be the value driver. Given iclusig is a vegf inhibitor as well and sutent is such a harsh drug to tolerate, it will have a good chance being non inferior in head to head trial. 113 is a good drug too lets see if the pumonary toxicity will be an issue with the titrate up dosing.