A few general questions for the board to start.
Does anyone know the potential patient population for Iclusig in FGFR1 in total, and in lung cancer? (I found a lung cancer specific number of 1600 or so, but not the total FGFR1 potential.)
Also, did anyone notice in the CNBC clip that HB lost about 30 pounds. BTW, me too (not a joke), my wife called it the Ariad diet.
Jess, agreed the ASCO conference was a very strong showing for Ariad. Iclusig and '113 showed well, and the potential is there. Adds value.
Importantly, I think the reputation of Ariad's heralded drug discovery method has been reclaimed, with Ariad now understanding its drugs are so strong, they must be careful to go low rather high in dose. The new molecule will be a more exciting event now. Adds value.
Actualizing the potential of '113 and Iclusig requires dealing with the elephant still very much in the room, financing. This is why shorts have been slower to cover than would seem the case. Any financing move requires some sort of implied dilution (partnering, shares, LT debt, sell EGFR molecule, etc.) and that means a discount to the pps at the time. In the meantime, we'll continue to be vulnerable to market news. Decreases value.
At least 3 conferences over the next few weeks, then Q2 in July, then a long stretch without news. ASH Cortes? The HFT will stay locked on. On the upside, we now make an even more appealing takeover target but I agree with you that HB would be reluctant, and would let go only for a crazy price. net, Adds value.
Here's a crazy thought, the lower dosing successes makes one wonder if Rida should be tried at lower doses.
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