Ariad Pharmaceuticals Inc fka ARIA

[DonShimoda]

As the article points out, mutation of c-kit is the crucial step in the development of GIST. While gleevec is getting good initial response rates, the durability of the response is only about 24 months. Given that ponatinib is potentially a far more potent inhibitor of mutated KIT than existing TKI's (see AACR 2012 Abstract), I suspect GIST represents a potentially significant incremental revenue opportunity for the company.