Replies to post #154225 on Biotech Values

[DewDiligence]

ARIA—I think it will eventually sell, but that uptake is going to be slow. It would be a much easier sell without the safety warnings.

The uptake in the second-line setting was going to be relatively slow in any case due to the high price ($115K for a year) and the red tape of getting reimbursement; however, I don’t think the safety warnings per se will make much difference.

I don't see much downside risk, although I think that there will be opportunities to pick up even cheaper shares over the course of the next few quarters.

Please elaborate.