Ariad Pharmaceuticals Inc fka ARIA

[DonShimoda]

As far as 113 goes, the safety data is the whole ballgame. NVS's alk-inhibitor is already in P2 and has shown good efficacy but the safety data wasn't great (DLT's were observed at dose levels thought to be required for clinical activity). The upcoming data will help us better understand whether this is a class effect or drug specific. If AP113 can show similar efficacy with a better safety profile then AP113 will be the best in class ALK inhibitor. And that doesn't factor in any additional upside from the EGFR inhibitor which has shown potent inhibition against the T790M mutation.