He estimates a pool of 1,400 T315i patients in the U.S. At $115,000 per year, Ariad's commercial market opportunity is $160 million.
Ariad will never reach $160 million in Iclusig sales, however, my investor source warns, because most of these patients won't be capable of tolerating Iclusig for very long. Ariad might compensate by jacking up the price of Iclusig, but again, my source is skeptical because of the criticism and blowback the company will get if it tries to charge more for a troubled drug.
Thank you, too!
-- Reported by Adam Feuerstein in Boston.