Replies to post #171734 on Biotech Values

[biotech_researcher]

Ariad- "The number suggest to me the market for salvage therapy is much smaller than the 13000 opportunity mentioned in CC."

Tony, it's 1,300, and not 13,000.

You may be forgetting that some patients are starting treatment on the second line drugs and if mutations develop, they would be one step closer to using Iclusig. Ponatinib for GIST and lung cancer will also add value over the next few years, and the market has assigned zero value for '113 in ALK+ NSCLC, where the pivotal trial is about to begin.

[biotech_researcher]

Ariad- "The number suggest to me the market for salvage therapy is much smaller than the 13000 opportunity mentioned in CC."

Tony, it's 1,300, and not 13,000.

You may be forgetting that some patients are starting treatment on the second line drugs and if mutations develop, they would be one step closer to using Iclusig. Ponatinib for GIST and lung cancer will also add value over the next few years, and the market has assigned zero value for '113 in ALK+ NSCLC, where the pivotal trial is about to begin.