What bothers me most about today was the US Iclusig user data.
This conversation was confusing at best for sure. I find it interesting that they talked of keeping the script data to themselves (and from the competition) for strategic/tactical reasons. I cant come up with anything except that the scripts are being written off label in earlier lines and they dont want to let that out yet. (This is me giving them the benefit of the doubt).
What other reasons can we come up with for the secrecy?
I do suspect however, that as time goes, regardless of label, Iclusig will take over 2nd line in CML. I want to see the trend on this over the next few quarters. I also believe GIST is under the radar right now and could be a share price mover during/after ASCO.
I believe that new building rent comes into play in 2015
Odd that there werent any analyst questions regarding what will be one of the most expensive alligators in their pockets. Either they sublease it or buy their way out of the lease which will be expensive I imagine. They are between a rock and a hard spot on this for sure.
And finally, we all acknowledge that 113 has considerable competition. I will go out on a limb and say once it gets to market it will indeed be BIC given the positive brain met distinction.
Dr. Denner is the wildcard in all of this....
I have always been and continue to be a buyer of Ariad.
Best,
G$
AI
