I didn't read it so much as a criticism of Ariad, but as a factor in the discussion of Ariad's need for cash/financing/dilution -- IIRC, this has been 2damoon's general premise.
Given that Ariad refuses to discuss how many patients are actually on Iclusig at any given time, and that as per Duvall on the last conf call, 700 patients had been "treated commercially with Iclusig" through October, 2014, I think that 450 patients in a trial may present a dent to top line.
I agree the trial is good, but I think the point was that it was have an opoortunity cost in addition to the cost of running the trial itself.