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Biotech / Medical : ARIAD Pharmaceuticals
ARIA 23.990.0%Feb 17 4:00 PM EST
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To: jaybe who wrote (3257)2/26/2014 6:24:52 PM
From: Biomaven  Read Replies (1) of 4474
 
>>Why the hesitation on MET?


The MET story is complicated and to date results from cMet inhibitors have been disappointing and confusing.

My own theory is that cancer requires both epithelial-mesenchymal transition and the reverse mesenchymal-epithelial transition, and so you don't always want to inhibit MET.

From an investor excitement standpoint you may be right on KIT. But there are claims (from ARRY/Clovis) that about 50% of GIST failures cannot be handled by existing drugs (including ponatinib) because of exon 17 mutations. If they are correct, then there is a significant opportunity.

There are plenty of kinase fusions and mutations missing from that list. For example, TMPRSS2/ERG fusion, reportedly found in 50% of prostate cancer.

Peter
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