Ariad Pharmaceuticals Inc fka ARIA

[DonShimoda]

My guess is they'll use the ponatinib "playbook" and initially go for 2nd line approval based on a pivotal P2 trial that could begin as early as late next year. Once approved (and generating revenue) they'll run the head to head trial needed to move to 1st line and hopefully capture a big piece of that $2.5 billion pie (although I have no idea where the analyst came up with that number).