Replies to post #801 on Ariad Pharmaceuticals Inc fka ARIA

[glass_half_full]

Maybe Merck paid Ariad $70 million, not for sarcoma, but because their IGF1R inhibitor won't work well unless combined with an mTOR inhibitor.

Fine by me.

IIRC, IGF1R is a significant factor in prostate and breast cancer -- a far bigger market than just sarcoma. Whatever they plan to use it for, it means FDA approval (= milestone $) and sales (= 10+% royalty $).

Long term, not a problem.

[DewDiligence]

Merck already got one thing wrong...At their Analyst Day, they inferred the second interim would lead to them filing for an NDA.

MRK said a filing could ensue if the data passed the interim analysis—they did not say they actually expected to submit an NDA based on the interim data.

Why are you misrepresenting what MRK said? It was utterly routine, but you’re trying to make it sound like some kind of misjudgment.