Replies to post #127813 on Biotech Values

[pcrutch]

I think if their OS data looked better, priority review might have been in the cards.

[DonShimoda]

Irregardless of how MRK proceeds with Rida, I'm just glad that ARIA off-loaded 50% of its development costs for a lower % of the topline (as opposed to the shared cost/bottomline royalty deal they originally structured). imo, this has allowed the company to retain control of two far more promising drugs - ponatinib and AP113 - without incurring additional dilution (so far).