减低计量降副作用是speculation. 不做trial怎么证明?亮点是300个individual IND 中2/3 是off label。说明应用市场比医用市场大3倍。 市场是造出来了。At current steady state, there maybe only 1000 patient, but those patients were dying quick within around 6 months. With Iclusig, those people living longer, thus market will be bigger. No trial has been done on survival benefit, but looks like 60% patients respond for the medium of 5 years, suggesting the steady state patients of eventually larger than 5000. With off label use, you do the math. When Gleveec was approved, the market was predicted to only $250 M and it is a multi billion drug now for the exact same reason. Iculsig will do the same and big pharmas know about it.
【在 a*****1 的大作中提到】 : 减低计量降副作用是speculation. 不做trial怎么证明?亮点是300个individual IND : 中2/3 是off label。说明应用市场比医用市场大3倍。 : 市场是造出来了。At current steady state, there maybe only 1000 patient, but : those patients were dying quick within around 6 months. With Iclusig, those : people living longer, thus market will be bigger. No trial has been done on : survival benefit, but looks like 60% patients respond for the medium of 5 : years, suggesting the steady state patients of eventually larger than 5000. : With off label use, you do the math. : When Gleveec was approved, the market was predicted to only $250 M and it is : a multi billion drug now for the exact same reason. Iculsig will do the
s*l
25 楼
请问美女这几段从哪来的? 放狗没搜到. 如果来源可靠, 中长期是利好啊.
IND but those on . is
【在 a*****1 的大作中提到】 : 减低计量降副作用是speculation. 不做trial怎么证明?亮点是300个individual IND : 中2/3 是off label。说明应用市场比医用市场大3倍。 : 市场是造出来了。At current steady state, there maybe only 1000 patient, but : those patients were dying quick within around 6 months. With Iclusig, those : people living longer, thus market will be bigger. No trial has been done on : survival benefit, but looks like 60% patients respond for the medium of 5 : years, suggesting the steady state patients of eventually larger than 5000. : With off label use, you do the math. : When Gleveec was approved, the market was predicted to only $250 M and it is : a multi billion drug now for the exact same reason. Iculsig will do the
v*k
26 楼
换句话说潜在市场是40块一股?
【在 a*****1 的大作中提到】 : 减低计量降副作用是speculation. 不做trial怎么证明?亮点是300个individual IND : 中2/3 是off label。说明应用市场比医用市场大3倍。 : 市场是造出来了。At current steady state, there maybe only 1000 patient, but : those patients were dying quick within around 6 months. With Iclusig, those : people living longer, thus market will be bigger. No trial has been done on : survival benefit, but looks like 60% patients respond for the medium of 5 : years, suggesting the steady state patients of eventually larger than 5000. : With off label use, you do the math. : When Gleveec was approved, the market was predicted to only $250 M and it is : a multi billion drug now for the exact same reason. Iculsig will do the
It is all about risk and benefit. When it can save lives, it beats everything.砒霜get approval for the same reason. FDA was back and forth this time just to cover their ass and was splapped on the face by many including patients, doctors and EMA. How many time have you seen FDA reverse their decision this fast?
【在 a*****1 的大作中提到】 : It is all about risk and benefit. When it can save lives, it beats : everything.砒霜get approval for the same reason. : FDA was back and forth this time just to cover their ass and was splapped on : the face by many including patients, doctors and EMA. How many time have : you seen FDA reverse their decision this fast?
【在 a*****1 的大作中提到】 : my original analysis based upon Dr Harvey presentation. : not trying to pump aria. YMYD.
s*m
38 楼
slide 9里的数据是最近降低剂量trial的数据吗?
IND but those on . is
【在 a*****1 的大作中提到】 : 减低计量降副作用是speculation. 不做trial怎么证明?亮点是300个individual IND : 中2/3 是off label。说明应用市场比医用市场大3倍。 : 市场是造出来了。At current steady state, there maybe only 1000 patient, but : those patients were dying quick within around 6 months. With Iclusig, those : people living longer, thus market will be bigger. No trial has been done on : survival benefit, but looks like 60% patients respond for the medium of 5 : years, suggesting the steady state patients of eventually larger than 5000. : With off label use, you do the math. : When Gleveec was approved, the market was predicted to only $250 M and it is : a multi billion drug now for the exact same reason. Iculsig will do the
b*r
39 楼
风险总是跟reward对应, allin了
m*9
40 楼
HOPE YOU WERE NOT ALL IN
a*1
41 楼
Probably right but still speculation. My guess is as good as his.
【在 s***m 的大作中提到】 : slide 9里的数据是最近降低剂量trial的数据吗? : : IND : but : those : on : . : is
The same person (from London daily mail?) wrote the rumor article on AMRN. Look that stock turned out... Stat away from ARIA if your trade is based upon the buyout rumor.