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

To: jaybe who wrote (3250)	2/25/2014 9:43:38 PM
From: HerefordRibSteak	Read Replies (1) \| Respond to of 4474

jaybe, What would be the estimated market size(s) of your predicted MET/RON or Her2/Her3? TIA HRS

To: jaybe who wrote (3250)	2/26/2014 12:15:35 AM
From: tejek	Read Replies (1) \| Respond to of 4474

. My problem with KIT, PDGFR, VEGFR, FGFR, FLT3 or RET is why advance a candidate in late 2014 that diminishes Pona's potential. In a supposed shareholder value creating year this wouldn't make sense. I think the new candidate was expedited due to its marketable expansion of pipeline, lab expertise, and revenue potential. Footnote: Interesting that HB stated [Nature Biotech Podcast in [Sept 2013] his personal goal of seeing next two candidates into clinical trials. To me this means the second candidate (3rd gen EGFRm) will not be far behind, likely by mid-2015. Since both candidates were described in late 2012 as progressing well both could be IND ready this year. He's been talking about a new candidate for some time now. Why does it take so long to get into clinical trials?

To: jaybe who wrote (3250)	2/26/2014 2:03:36 PM
From: Biomaven	Read Replies (1) \| Respond to of 4474

>>I think HB's pan-inhibitor means targeting the kinase and known mutations as well as potentially alternate activated pathways such as PI3K Unclear to me because they used the term "pan-inhibitor" for pona to mean it inhibits all (single) mutations of the target. Nothing about alternate pathways there. I wouldn't call RON clinically validated at this point at all, and MET inhibitors still have considerable doubt associated with them. Something like a pan-KIT inhibitor would fit their descriptions better. There are a class of mutations that none of the existing drugs (including pona) can handle well. Not sure how excited the market would be, but it is a significant opportunity with GIST prevalence increasing considerably. EGFRm is really competitive these days. Peter