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Biotech / Medical : ARIAD Pharmaceuticals -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (2911)	11/1/2013 5:36:54 PM
From: glass 0.5 full	Respond to of 4474

Thanks for the color.

To: Biomaven who wrote (2911)	11/1/2013 5:53:31 PM
From: GregorioAllegri	1 Recommendation Recommended By rkrw Read Replies (2) \| Respond to of 4474

Ponatinib is different from nilotinib. It potently blocks VEGFR2. Check out this paper: "Management of side effects associated with sunitinib therapy for patients with renal cell carcinoma" which is available on-line in its entirety. Just like with ponatinib, the cardio effects did not become apparent until after drug registration because they show up mostly 6 mos to 2 years later. Note the rates of hypertension and cardiovascular disease in the papers by Chu and Telli in Table 3. These rates approach those on the ponatinib US label. If ponatinib is used 10 years from now it will not be on CML, but on something harder to treat which benefits from VEGFR2 inhibition and which the patients do not live forever. GIST perhaps. The only way I can see ponatinib used in CML going forward is if Ariad is willing to provide as part of their $110k/yr service testing for both CML and cardiovascular effects. They need to get people off drug when the disease is in remission or their cardiovascular systems will very likely slowly deteriorate. They need to get people back on drug when the disease comes back and the cardiovascular system has recovered. This will be a viable option only as long as no one else invents a pan bcr-abl inhibitor without these side effects, and that is only a matter of time. The timing is optimally driven by the lab assays, not a set schedule, as every person is different. Yesterday the FDA gave me a triple whammy. Not only did they suspend the drug, but the phase I 40%+ cardio AE rate was new and the possibility that they can string ponatinib forever with an IND waver is also new. Did I miss something or did HB not make any mention of this last two points. I can't see the pause being lifted, given what is in the FDA statement, without Ariad demonstrating that they have a way to get the AEs down that is grounded in data, not wishful intentions. This should be a great trading (gambling) stock for a while. A mine field for both longs and shorts as new will move this big time in both directions. The future of this company is AP26113. 90 mg as the use rate, with 180 mg used only on patients with brain mets might work and get around the AEs... Just my opinion, and I have been wrong many times. Different opinions are appreciated. ga