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.
>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.