Replies to post #121071 on Biotech Values

[poorgradstudent]

ARIA / INCY:

I think both those NDAs are a go.

INCY has clear efficacy so that should help ease any concerns about a new class of drug getting on the market. ARIA has efficacy and a bit of a rough safety profile, but that is a class effect that the FDA should be aware of.

[biomaven0]

I expect the HR to continue to improve slowly over time. At this point about half the patients are still alive.

I'd really like to see the OS data in various subgroups too - this was a very heterogeneous patient population.

Peter

[JJM760]

I propose that we name the .85 HR the "dew point". What do you think?

OB

My two cents, gun to my head INCY or ARIA till December, I'm going with Ariad (I know that's a shocker to you BV guys lol).

Rida is pretty much in the bag. Pona is looking better everyday. And with the great results shown by Crizotinib, 113 should start generating some further interest.

Let's see where we are in December.