Ariad Pharmaceuticals Inc fka ARIA

[DonShimoda]

30% to 50% of pts eventually become resistant to sprycel or tasigna - both of which are moving to the first line. Given the recent ASH data, Ponatinib should become the defacto 2nd line treatment option for those pts in addition to eventually moving to 1st line in high risk pts. Combined sprycel and tasigna have around $800mm in revenue so, yes, imo, Ariad has significant upside from current levels.