Replies to post #130959 on Biotech Values

[biomaven0]

You conveniently ignore that there are other second-line agents for patients who are resistant/intolerant to Gleevec.

The patients in the current trial are basically resistant to everything. There is no chance insurance companies will not cover pona for 3rd line patients, and assuming pona costs about the same as the other 2nd line agents they have no reason to prefer them to pona.

My point is that this is not like say migraine treatments where insurance companies have a preferred agent and you have to jump through hoops to get a different triptan.

>Sprycel P-IV challenge

This is really a second- or third-order effect to my mind. Being generous, call it a 20% chance of perhaps a 10% impact on pona NPV. Not worth spending the time discussing in my view.

Peter