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Re: grandma_of_jbraika post# 42622

Thursday, 12/26/2013 3:57:02 PM

Thursday, December 26, 2013 3:57:02 PM

Post# of 80490

The next molecule will be an EGFRm inhibitor...to be announced on March 5th...

After spending time with the patent (see link) I'm convinced the next molecule will be a potent irreversible EGFR inhibitor for NSCLC population resistant to 1st gen erlotinib or gefinitib. This will be a true 3rd gen drug, more potent than 2nd gen drugs Afatinib and Dacomitinib, particularly against resistant mutations L858R and T790M, and with broader mutation profile than competing 3rd gen pipeline candidates CO-1686 and AZ9291. Patent identifies 16,000-32,000 worldwide patient pool but this is just a placeholder limited to NSCLC. Note Ariad previously identified patient pool of 19,000 for '113 in T790M alone.

I anticipate pre-clinical data presentation at AACR April 5-9, with company press release around date of abstract publication online on March 5th. (Pona and '113 were announced at AACR).

http://www.siliconinvestor.com/readmsg.aspx?msgid=29299615

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