Biotech Values

[DonShimoda]

A recently published abstract (see http://www.pnas.org/content/early/2011/04/11/1019559108.short ) found that despite "remarkable initial responses, cancers eventually develop resistance to crizotinib, usually within 1 y, thereby limiting the potential clinical benefit."

Just a thought but perhaps the AP113 start may be related to the design of the trial Ariad intends to run. If they follow the ponatinib playbook and initially pursue 2nd line treatment status for pts who initially fail crizotinib, they would have a relatively small pool of pts to draw from (the crizotinib phase 2 is only 400 pts and is still enrolling). http://www.clinicaltrials.gov/show/NCT00932451