Replies to post #246609 on Biotech Values

[dewophile]

I recall a post by DD where he essentially said the same thing about the oncology space. Something to the effect of too many drugs chasing too few reimbursement dollars.
As it happened oncology saw tons of BD activity but it seems to be trending down now (sgen notwithstanding)
CML is rare too but a huge market because patients on TKIs live a long time. Same w MM but the latter is quite saturated and tricky to navigate but the size of the market as you know is not just the number of patients but how long they stay in therapy. First line MM is a huge market for example