Replies to post #119571 on Biotech Values

[DewDiligence]

Thanks for that helpful explanation.

It was striking that the two mutations that emerged in practice and were disclosed in the NEJM article were among those listed as possible by Ariad.

How many mutations did ARIA cite as being possible? Were the mutations cited as possible based on both structural analysis and animal testing, or on only one of these methods?

[JJM760]

Biomaven thanks for the great summary. I might be naive, but I have been wondering for a while why it has taken so long for Ariad to get the 113 trial started. Is it a financing issue, or is this a standard timeline for this type of drug? Would a large pharma have been able to push it through any quicker?

Also, I would think that with all of the developments for Rida and Pona sitting right in front of us, very little value has been assigned to such a young 113 at the current pps.

I might have to re-think my timeline for my position.

[genisi]

It was striking that the two mutations that emerged in practice and were disclosed in the NEJM article were among those listed as possible by Ariad.

I don't know if it should be really striking as predicting patterns of mutations arising during drug therapy using in vitro mutagenesis screen in cells, isn't a new method and has been used before for other drugs.