I suspect that Ariad will take all comers with the requisite mutation. At this stage there won't be enough crizotinib failures to populate a decent-sized trial. Partly things depend on when crizotinib gets approved - until then there will be plenty of candidates. Once crizotinib gets approved, then the pool of failures will start to grow rapidly, and maybe Ariad will be able to enroll a trial of failures for a pivotal Phase II, a la ponatinib.
Long term, from Ariad's perspective the fact that crizotinib is not durable will be a significant plus.
I don't know how Ariad's drug stacks up against all the other 2nd-gen compounds in development. But the fact that it can cope with a gatekeeper mutation (analogous to ponatinib) is very encouraging. It also showed in vitro efficacy against all identified mutations engendered by crizotinib.
Peter
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