Replies to post #110190 on Biotech Values

[biomaven0]

My pie-in-the-sky dream is that the next trial ARIA starts tomorrow is a head to head trial against imatinib / nilotinib / dasatinib (investigator's choice) in T315I mutation bearers only.

Wouldn't even be an ethical trial. Response rate in the "choice" arm would be zero. And not many patients at all (maybe none?) actually start out with this mutation, so in fact this couldn't get you to front line even if you could run the trial.

The best bet is what Kantarjian said in the webcast - go head-to-head against Gleevec in high-risk treatment-naive patients, with 12-month CCyR as an endpoint. That's not the entire 1st line market, but a worthwhile chunk of it.

Peter