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ariadndndough

10/22/12 11:44 AM

#23202 RE: DonShimoda #23200

thanks don for pulling out those articles. very interesting indeed.

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JJM760

10/22/12 12:10 PM

#23203 RE: DonShimoda #23200

Ponatinib could well become a mega hit. Unfortunately all of these trials for the multiple indications will be a substantial drain both time wise and financially. IMO, the truth of the matter is Ponatinib would be better suited in the hands of a BP with deep pockets to fund these trials? It will take Ariad a very long time to get these indications to market. I just don't know if they have the capability to take it to the next level fast enough. I wonder if that comes into the equation at some point.

Just thinking out loud.
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biomaven0

10/22/12 12:19 PM

#23204 RE: DonShimoda #23200

>GIST represents a potentially significant incremental revenue opportunity for the company

Agreed. In a footnote in the Ariad slides they say 30% of Gleevec sales is for GIST. A decent chance Pona is best-in-class for GIST - potentially a similar sized market as CML for pona.

Peter