Replies to post #110200 on Biotech Values

[DewDiligence]

ARIA—The geographical differences in first-line risk classification presumably stem from differences in the the stage of disease (chronic, accelerated, or blast) when diagnosis is made.

[biomaven0]

strategy of keeping the US rights and partnering what could arguably be a much larger opportunity

But in dollar terms the difference is not nearly as great - the countries with more high risk patients (presumably, as Dew commented, because of later diagnosis or poor initial treatment) are also likely the ones that can't afford to pay much.

Peter

[DewDiligence]

US Script Share in CML



Source: http://www.novartis.com/downloads/investors/sales-results/novartis-investor-presentation-fresco-january-27-2011.pdf

[DewDiligence]

NCCN just updated its treatment guidelines for CML; the update is in this 64-page document:

http://www.nccn.com/images/patient-guidelines/pdf/cml.pdf

I do not know what the changes are.