Ariad Pharmaceuticals Inc fka ARIA

[BTH]

Oh gee. Exactly what I have been saying about SUCCEED:

From Jefferies:

Experts predict modest PFS benefits of ridaforolimus in
sarcoma (by several weeks (~6 weeks), not by several
months). Overall, experts predict a modest PFS improvement with
ridaforolimus as maintenance monotherapy, likely less than what
the ODAC (FDA's Oncologic Drugs Advisory Committee) wants to
see (at least 3 months PFS benefits or OS benefits). Experts note:
(1) modest activity of mTOR inhibitors (targeting TORC1, such as
ridaforolimus) as a single agent, and (2) ~widely varying degrees of
disease activity/responses among 15 different subtypes of
sarcoma. However, we note in Ph2 ridaforolimus study, the overall
clinical benefit responses were similar (~28%-30%) for bone and
soft-tissue sarcoma (e.g., leiomyosarcoma, liposarcoma, others).

BTW, thanks RKRW for the report.