However, I'd like to see some of your sourcing, particularly the ones regarding the Pona data.
Certainly seems like it could be a game changer, and I have to believe that Ariad has been considering this potential for quit some time.
In fact, I wouldn't be too surprised to hear an announcement relating to it(or some other Pona application)ahead of the long awaited(by some)next compound.
In addition, if the potential is as great as it seems to be, I would also expect to see some form of IST materialize in the near future, particularly if Ariad hesitates(which would be a shame because early mover advantage, regardless of the absolute efficacy of the drug, is, as we've seen in cml, very valuable).
Nevertheless, I suspect that with all they have going on, the prospect of starting trials within a completely different tx and pt context, (particularly if they adhere to they're pure "go-it-alone" mantra), would be somewhat daunting at this point.
Therefore, since this is an entirely different application type, they may, in the interest of expediency, be open to some form of collaboration.
Either way, it will be interesting to see. But if, as you say, they have clear superiority regarding CNS penetration, and there's not some yet to be discovered/revealed co-occurring mechanisms(that Pona lacks)that are essential to this type of application,
then it would appear Harvey is sitting with yet another enormous ball in his court...
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