Replies to post #122634 on Biotech Values

[DewDiligence]

I do recall that IMCL had a $6 billion market cap before Erbitux was ever approved.

IMCL is not an especially good comparator. It was the perfect story stock—both on the way up and on the way down.

[biomaven0]

Also, Dr. Ron Garren has pointed out that the T315I mutation is found in solid tumor cancers as well as hematological cancers and may have efficacy there as well.

Usually Garren is good, but this makes no sense to me. Even if it's true, it would be a tiny opportunity.
PH+ ALL makes sense though.

Don't disagree with the rest of your post.

Peter