Replies to post #169158 on Biotech Values

[DewDiligence]

ARIA—If they were going for true 3rd-line (T315I or failed both 2nd line drugs) then I am pretty sure the FDA would approve.

For non-T315I patients, we’re really talking about a fourth-line treatment. ARIA longs dismiss Bosulif as irrelevant, but that’s no longer a tenable viewpoint, IMO.

[jq1234]

I am NOT talking about ultimate outcome, just temporary outcome as I do believe eventually ponatinib will come back to market for very limited patient population. FDA rarely approves drug without clear dosing guidance on label, leave physicians to experiment themselves. So it isn't foregone conclusion at all given what we have now.