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

To: glass 0.5 full who wrote (3946)	10/16/2015 7:54:31 PM
From: Biomaven	Respond to of 4474

EGFR crowded space already, so unless this has something to significantly differentiate it from existing drugs it's hard to see the market getting excited about it. Peter

To: glass 0.5 full who wrote (3946)	10/16/2015 10:01:17 PM
From: jaybe	Read Replies (2) \| Respond to of 4474

I doubt its simply another EGFR resistant mutation inhibitor, having already designed and patented one in 2012, which was subsequently shelved in Oct. '13, likely due to success of competitors. I don't think the lab would follow up with another me-too T790M inhibitor having stated "first-in-class was part of criteria for design" in 2014 [Leerink Feb. '14]. I'm also thinking of management's characterization of '788 as targeted against a "class or general family of targets". This to me suggests even if binding target is to EGFR the actual unmet need could be further downstream, such as subsets of PI3K or RAS/RAF/MEK. So for me the mystery remains.