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Biotech / Medical : ARIAD Pharmaceuticals
ARIA 23.990.0%Feb 17 4:00 PM EST
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From: jaybe11/19/2015 11:40:54 PM
4 Recommendations

Recommended By
civic08801
ghmm
tktom
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   of 4474
 
So how big is the market potential for AP32788?

Although the patent refers to pan-EGFR inhibition, its clear the compound was optimized for Exon 20 mutations in EGFR and Her-2 positive NSCLC. I expect a NGS test for Exon 20 mutations will be used to identify eligible patients. For NSCLC it look like approx. 25,000 patients per year (adv. stage/dev. country) will be the targeted unmet need, see below. Additionally 17,000 patients T790M (Exon 20) patients are addressable, but there is already approved competition (osimertinib) and newer agents (EGF816, PF-06747775, and ASP8273) with ~50-60% response rates in the clinic. Of course combinations and other indications cited in the patent may increase the total addressable market down the road. I will reassess the TAM once the pre-clinical data is published at AACR in April.



Also short video describing unmet need for Exon 20 mutations in NSCLC:

onclive.com
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