Interessant die Begründung von John Kantor, Credit Suisse:
We believe that Iclusig will likely remain the last option for CML patients who have specific resistant mutations or fail other therapies. Near-term US sales will benefit from the implementation of the new pricing strategy that doubled the 30 mg price. However, we think this will likely be short-lived and sales will face a drop in H2:15 when ARIA moves to true flat pricing. We are downgrading to Underperform and reducing our TP to $6 from $8. Model changes increase our 2015 EPS estimates and decrease our 2016 EPS estimate.