Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: jaybe who wrote (3969)	11/4/2015 10:54:47 AM
From: tktom	Respond to of 4474

jaybe, I know you have been a champion of EGFR being the target for '788, but I do not see it. Tim has stated '788 targets a potential unmet need (and Tim just added the word "potential" in yesterday's call), however Clovis and others are quite far along with their EGFR work. KRAS seems like a better potential candidate from Tim's description.

To: jaybe who wrote (3969)	11/4/2015 1:36:35 PM
From: Biomaven	Read Replies (1) \| Respond to of 4474

>>And given what we know to date, I think '788 is likely a next-gen, pan-EGFR inhibitor, addressing all forms (Ex. 19, 20, and 21) of primary and secondary resistance in EGFRm and Her-2+ NSCLC, but would likely be focused, initially, on unmet need of T790M- (negative) population, 45% of frontline EGFR TKI resistance. Her-2+ represents ~30% of this 45% resistant population. There are a few competitors in the pipeline with OR rates ranging from 20-50%. Yes, I think this is most plausible - fits pretty much everything we know, including the pretty picture they posted. Peter