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DonShimoda

07/16/13 5:46 PM

#164137 RE: biomaven0 #164136

"This is not an unfair report and is not biased to favor Novartis in some way."

I agree, whole-heartedly.

Basically, the question Credit Suisse asked was 'if Iclusig is only marginally better would you continue to prescribe Sprycel/Tasigna?' To no great surprise, most answered yes.

The one question I'm most interested in is 'if the 12 month, EPIC MMR is significantly better than the results achieved by Sprycel/Tasigna, would you prescribe Iclusig in a first or second-line setting?' I suspect that question would have a much different result than the one seen in the Credit Suisse survey.
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zipjet

07/16/13 6:00 PM

#164140 RE: biomaven0 #164136

For every smart and well informed biotech investor there will be several short sellers that will take the CS report as the truth.

Ipso facto, another ARIA buying op.

:-)

ij