Replies to post #127344 on Biotech Values

[BTH]

My guess is that many analysts are waiting for the anticipated first read on the PACE trial expected at ASH

Yes, I expect the Jonny-Come-Latelys to begin upgrading their estimates on Pona after ASH....which would be typical

[biomaven0]

It's worth noting that the 63% CCyR response for pona in 3rd-line patients is quite comparable to the 66% figure for Gleevec in 1st-line patients.

This drug really does look to be best in class. I'm guessing that for 1st-line patients a lower dose (30mg) will work fine, and so the practical side-effect profile could potentially improve even further.

Peter