InvestorsHub Logo

Whosetosay

07/28/14 11:30 PM

#52006 RE: Whosetosay #52004

The attacks on the status quo don't invite response



Meant to write,
The attacks (from) the status quo don't invite response ...

I understand the permabulls, I used to be one. Everybody is one announcement away from changing, including me. But no one is changing/forgetting what happened in history, except for the Russians and the permabulls here, still at mgmt.'s altar...

"We know all about the future, it's the past that keeps changing."

Easy to forget water under the bridge, until the bridge falls into it. Then you forget that, too.

AmpleKind

07/29/14 9:46 AM

#52014 RE: Whosetosay #52004

So how about the importance of that AZD9291 now that it is know? No impact? No relevance to the Tarceva article?

I don't believe we have enough data to evaluate (at least I don't). What I do
know is that it's always a dynamic situation, and very competitive. Ariad' Iclusig
is the fourth molecule in its arena, and still, whether it's used and what
percentage of the market, will depend on how it continues to be differentiated,
and how it provided unique benefits, which of course, it does.

I know that a lot of people said for years the Pona was a "me too" drug,
and will have no chance at all. Well, it does have a very good chance,
because it prevents mutations, and the others do not. Makes it very unique.
It may have the same position as a drug, that enhances the efficacy of
other drugs.