Replies to post #172201 on Biotech Values

[poorgradstudent]

My guess is that less than 5% of pona's lifetime sales will be from indications outside of CML.

GIST is competitive so that's a tough road. Pona hits various kinases upregulated in other cancers, but I'm not sure that investigators have the stomach to explore with pona given the publicized safety issues.

The caveat to my opinion is that from conversations around my circle, the issues that derailed pona were non issues. In other words, there were no complaints of unexpected CV events above and beyond that seen with other 2nd gen inhibitors. That may be due to a myriad of reasons as different places have different treatment strategies. But I should also note that from these conversations I was more bearish on pona than most insofar as the timetable for sales. No one around me was willing to use it in first line absent strong survival data.