Trading Cyclist - Nice summary by you on Yahoo... Nicely done.
trading_cyclist • 29 minutes ago
New article in Cancer Cell journal re applications of Ponatinib (Iclusig)
Short Version: There is new evidence of the dramatic potential to use Iclusig in combination with other drugs to treat a wide variety of cancers, in particular lung cancer. This has profound implications for the future of Ariad. My view is that, given the multiple indications for which Iclusig could be useful, ARIA is not a $6.0 stock, but a $300 stock ... at some point in the future.
Long Version: An article was published in Cancer Cell, a peer review oncology journal, about the biological pathways the lead to the development of resistance to drugs which target cancers, in particular erlontinib (Tarveca) which is used to treat advanced stage non-small cell lung cancer (NSCLC). To find the article (and you will have to pay $31.50 to get it), google "Cancer Cell, Drug Resistance via Feedback Activation of Stat3." This article is written for biochemists, which I am not. However, what I surmise is the following.
1. Existing treatments to non-small cell lung cancer, and a variety of other cancers (including colon cancer), are invariably compromised by the emergence of treatment resistant strains of cancers cells.
2. Substantial progress has been made recently to understand the cellular mechanics of the development of resistance strains, in particular the role of Stat3 activation.
3. The article just released, which includes includes 62 references to Iclusig (ponatinib) highlights the important role that Iclusig (ponatinib) can play in reducing reducing/minimizing treatment resistance (in particular to Traveca, which is relevant for non-small cell lung cancer).
4. The authors summarize the significance of their conclusions by noting that "Pathway targeted drug therapies can effectively promote tumor regression in some patients. However, responses are typically limited in both magnitude and duration, prompting the need for combination treatments to promote longer term clinical benefits...suggesting a co-treatment strategy...may be broady effective Less
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