Replies to post #164106 on Biotech Values

[iandy]

Peter - The European approval is third line in a much more cost conscious environment. I was expecting this argument. If I think of a negative on anything Ariad I pretty much assume it will eventually appear in print in one form or another.

I think the fact European doctors as a whole are more educated plays to Iclusig's favor but I am wondering what to expect when one weighs all the factors.

[DewDiligence]

Avillon—as PFE's agent—starts Bosulif trial in first-line CML:

http://www.news-medical.net/news/20140811/Avillion-initiates-BOSULIF-Phase-3-trial-in-patients-with-chronic-phase-Ph2b-CML.aspx

On January 9, 2014, Avillion announced it had entered into an exclusive collaborative development agreement with Pfizer Inc. to conduct a global Phase 3 clinical trial of BOSULIF. Under the terms of the agreement, Avillion is providing the funding for and will conduct the trial to generate the clinical data necessary to potentially support a registration dossier for marketing authorization of BOSULIF by regulatory authorities as first-line treatment of patients with chronic phase Ph+ CML. If approved for this indication, Avillion will be eligible to receive milestone payments from Pfizer upon regulatory approval of the drug. Pfizer will retain all rights to commercialize BOSULIF globally.

Trial listing in clinicaltrials.gov (Bosulif dose is 400mg):
http://www.clinicaltrials.gov/ct2/show/NCT02130557