Harv did well, he's quite polished now....
In my opinion Harv exudes confidence when he speaks. I really think its remarkable the breadth and depth of topics he can speak to with ease...corporate, commercial, scientific, clinical, and medical (from doctor/patient perspective). I know this is what bioCEO's should do but compare with recent transcripts from Exelixis' Michael Morrissey or Clovis' Patrick Mahaffy. Harv comes as off as objective, informative with being condescending or cocky, and genuinely concerned about progressing standards of care in parallel with developing Ariad's vision. Of course this attitude coincides with owning next-generation drugs.
Lots of positive comments on Pona in GIST with several references to potential fist line randomized trial as next step. '113 pivotal trial (single arm Phase 2) in resistant ALK will start "very soon" with a Phase 3 randomized trial starting next year as required for accelerated approval strategy. I think this will allow for potential filing by end of next year, with mid-2015 approval.
A little disappointing next molecule is 12-18 months out.
