Replies to post #107482 on Biotech Values

[DewDiligence]

ARIA—I would appreciate some feedback from the scientists on the board as to whether what I said makes any sense, or am I just showing my scientific ignorance.

Your point makes sense, but it’s based on common sense more than science. To the extent that Tasigna and Sprycel supplant Gleevec in the first-line setting, 534 can more easily move up from the third line to the second line. Regards, Dew