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Whosetosay

08/26/13 11:55 AM

#33527 RE: ariadndndough #33523

Dough, no doubt 1st line CML is the mother rocket of all rockets. We have a way to go, a peek maybe from MD Anderson Houston (Houston (crackle, crackle)- 'NVS you have a problem') late this year, and goodness knows what dastardly tactics NVS will do to save their golden goose.

I think today's action is rooted elsewhere. ONYX is likely a prime reason, and whether the bios are moving the IBB, or the other way around, no matter, it's likely ONYX effect.

For me, this weekend's posts on GIST (yours) and ALK (jaybe) are the emerging near term big stories. (Thank you both). GIST is big, NVS is disastrously (for them) helpless here should Iclusig prove in. This lets Pona along get us to $1B by 2016 (CML& GIST).

ALK will be a bit of a dog fight before 113 emerges as unquestionably dominant . But it looks inevitable at this point.