but it I'm not convinced that a drug that targets only ALK will be efficacious in the clinic
Based on my understanding of the pathway, if it's a tumor caused by an ALK rearrangement, then inhibiting ALK is all you need. Along the same lines as BCR/ABL in CML.
Pona of course currently has a much higher risk-adjusted NPV than does '113, but '113 in my view has greater ultimate potential.
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