Ariad Pharmaceuticals Inc fka ARIA

[BTH]

I think the only way to use Ridaforolimus going forward is to use it on a combination study with DALO or another one of Merck's compounds to get synergy on interactive pathways.

It's clear that mTOR and IGF1R have a synergistic effect in feedback mechanisms.

It's unfortunate that Ariad didn't use DEFO in combination with another drug in their SUCCEED trial as it would have added the chances of success significantly.

Same goes for the Endometrial trials and NSCLC study. I just don't see them showing stellar results unless you knock out another path in the PI3-kinase.