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

To: Biomaven who wrote (4308)	6/9/2016 10:14:22 PM
From: jaybe	1 Recommendation Recommended By scaram(o)uche Read Replies (1) \| Respond to of 4474

A more detailed breakdown is needed since lorlatinib included responses from higher doses, but I don't think 39% CNS ORR compares well with briga's 67%. There's also an increase in AE's since last year's ASCO, particularly at the selected PH2 dose. I assume the profile will look a bit worse once all TEAE's are published, not just TRAE's. IMO this is no longer the profile of a frontline drug, and since having decent post-crizotinib activity in 2019 (assumed readout of a pivotal trial) will be meaningless, Pfizer will have to run post-2nd gen trials and compete for 2nd/3rd line with others. Not sure where any of this leaves ceritinib, it seems there is always a better choice.