Replies to post #154218 on Biotech Values

[DonShimoda]

Yes, but I think it is going to require the EPIC trial data to get the broad label. Keep in mind that the EPIC trial is based on MMR at 12 months and Iclusig generates an MMR much faster(5.6 months)than gleevec (30 months in the DASISION trial), so i have a lot of confidence that Iclusig will be approved in a front-line setting. And if it does get approved in a front-line setting, i'm not sure what the benefit would be of running a separate 2nd-line trial at that point.

[DewDiligence]

Iclusig is going to have tougher going in Europe than in the US due to pricing alone.