Ariad Pharmaceuticals Inc fka ARIA

[DonShimoda]

Amid all this share price turmoil, I'm wondering if anyone has a strong opinion on the approval timeline for 113.

Regarding Ariad's ALK inhibitor AP113, the timing is in many ways dependent on what Pfizer does with crizotinib. I do think it's interesting that the one AP113 slide Harvey showed in yesterday's presentation showed how effective AP113 was against ALK mutations versus crizotinib.

Reading the tea leaves, perhaps Ariad's easiest path to approval is to take an approach similar to the one they're using with AP534 and BCR-ABL by focusing initial on patients who become resistant to the first-line therapy (assuming crizotinib get approved in NSCLC). I'm not sure how big the market is but Pfizer estimates that ALK gene alterations are considered a key driver in around 45000 newly diagnosed NSCLC patients.

Don