Replies to post #160855 on Biotech Values

[JJM760]

I hear ya, but 3 bil mc is going to be dirt cheap if it blows the doors off in EPIC. Plus, at this price, you get the 113 chaser on the house.

[zipjet]

ARIA

Two data points stood out to me:

- 60% of scripts going to chronic phase CML;
- 70% of use by community physicians.

That suggests rapid revenue growth for a long time absent some new and better agent.

I think that puts a floor (13) under the stock and the ceiling will depend on 313.

Seems a reasonable risk reward ratio.