Biotech Values

[vinmantoo]

Peter,

Good point about assessing Ponatinib efficacy against specific and common driver mutations. Thanks also for the info and the link to the AACR poster. To nit-pick, if it were my lab I would have made them re-do the figures in the poster. They should use the same color for a drug in graphs throughout the poster, not switch it so that different drugs have the same color depending on the figure. In any event, I should investigate the prospects of Ariad. What is your opinion of Ponatinib and Ariad's prospects?

As far as Regorafenib, yes I am aware it has issues of toxicity. Bayer tried to hide the compound for ONXX by using a different name, which failed to prevent ONXX from winning a 20% share of its revenues. As a consequence, I wasn't able to follow its development. I wonder how much effort was made in dose reductions or treatment regimen in order to try and ameliorate toxicity.