Biotech Values

[NP1986]

I was referring to PF-0299804 earlier but mistakenly called it PF-804. I was under the impression that it is still in early or mid stage trials.

Anyway, in searching for updates on the PF-0299804 trials I came across some interesting preclinical data:

http://www.ncbi.nlm.nih.gov/pmc/articles/PMC2859699/?tool=pubmed

They suggest that resistance will arise against EGFR inhibitors that target T790M, unless they can inhibit T790M more potently. Do you recall from the Ariad presentations if '113 is a more potent inhibitor of EGFR T790M than the 2nd generation EGFR TKIs?

Speaking of '113, there is another molecule (WZ4002, Gatekeeper Pharmaceuticals) which targets EGFR T790M but not wild-type EGFR. However, its development is supposedly being held back due to a legal tangle over ownership rights.

I'm still quite conservative in my outlook for '113 in this indication, but I'm very curious to see how things pan out. Like you said, we still don't know if a lack of activity against wild-type EGFR is a negative or a positive.