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: Biomaven who wrote (4113)	2/2/2016 12:54:00 AM
From: Vidpok1	Respond to of 4474

Thanks Biomaven for confirming that a very good Phase 1 for 788 might be sufficient to establish value which would enhance a potential buyout. How long do you think it might take assuming the study begins later in 2016?

To: Biomaven who wrote (4113)	2/2/2016 7:14:18 AM
From: tktom	Read Replies (1) \| Respond to of 4474

Biomaven, I like to look at outcomes as probabilities. AP32788 is an investigational oral tyrosine kinase inhibitor (TKI) of activating mutations in EGFR and HER2. The molecule was designed to address the unmet need in patients with non-small cell lung cancer (NSCLC) driven by exon 20 insertion mutations in EGFR and HER2, Knowing that '788 is targeting two mutations, EGFR and HER2, driven by exon 20 insertion mutations, doesn't that reduce the chances of early approval after a phase 2 trial as this will be quite complex? Remember, Ariad targeted EGFR and ALK+, and we all know what happened in that trial. Especially after, as Tim Clackson has stated, "others have tried and failed" with the target for '788. This is a difficult area it appears.. So, on a scale of 1 to 10, with ten being a sure thing, how would you rate the probability of approval after the completion of the phases II trial of '788?