You would think, once Pona's approved in cml, a significant % of those 50% failures(GIST/Imatinib)docs would like to prescribe pona off label, even without the inevitable pivitol efficacy trial in GIST. However, insurance compensation would likely limit this until such.
However, despite the fact that this is(although one of the more prominent), one of a number of likely alternative applications for PONA,
I don't think Ariad should, nor do I think they will, give away any appreciable interest in these, because some sort of financing(even if a larger one than is usually anticipated-perhaps 20-25 million shares) against the backdrop of all these obvious opportunities represents the best route to shareholder value, and patient benefit(via the avoidance of all of the inefficiencies of big pharma).
As such, I expect such a financing, properly sold(as I expect it will be), to be readily absorbed, by major players, just like the previous one, without any dramatic price collapse.
In other words, I take Harvey at his word that his intention is to build "the" premier oncology company(rather than that he's engaging in some sophisticated kabuki sellout ploy), because it's obvious to me that he's already built the foundation(by far the most difficult part), and despite his age, he appears to only continue to warm to the task.
Thoughts?
Regards,
bw
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