Selling because of the results of FOCUS makes no sense to me because it was a poorly designed study. The trial compares two active arms in heavily pretreated patients in which Kyprolis was used at the standard dose, which no one believes is the optimal dose of the drug. The control arm was a steroid with the option of a Dr. adding cyclophosphamide if he/she wanted to (and almost all did) - Why was there not a third arm that combined steroid/cyclo + Kyprolis? The way this study was designed is the major reason for its failure, not the drug.
EU approval will go forward with the better designed ASPIRE data set.
Seriously, #$%$ does this have to do with CLDX?
Post your political Bollshite somewhere else.
There is a P3 underway (registrational?) of IPI-145 v. Ofatumumab in R/R CLL. Will this even be relevant by the time the study is completed with Ibrutinib on the market? Also, you make a good point that there are a number of PI3Ki in development.
INFI data may speak for themselves but will anyone care?
Just digging into INFI and am concerned about how IPI-145 could compete eventually with Ibrutinib in R/R CLL. Will there need to be a Ibrutinib v IPI-145 eventually? From what I have been able to find, I am not sure that is even a contest in CLL. What are your thoughts?
I know I could kill this rally by buying in with even just with a few shares
Well, instead, maybe you could tell us what % of your assets in now in ONXX?
First NVS says "10B is reasonable". Then, they're not bidding...Does not makes much sense...
Maybe $10b is reasonable, but $11b isn't