Replies to post #178014 on Biotech Values

[jaybe]

That's helpful...but I still think its too early to call for BIC, and being the best PI3K-delta in CLL doesn't mean you have a market. Combos with BTK or Mabs could be the answer but those results are 3-4 years out for 1202. By the way IPI-145 achieved 89% nodal response in 2 months, but really we need to be comparing ORR, not nodal. Anything over 50% (with more patients) is competitive, but BIC would need to break 60%.

[DewDiligence]

PCYC—PDUFA date for Imbruvica sNDA in CLL is 10/7/14:

http://finance.yahoo.com/news/supplemental-drug-application-imbruvica-accepted-120000496.html