Replies to post #23645 on Ariad Pharmaceuticals Inc fka ARIA

[vidpok45]

As Ariads management correctly understated the probable revenue from ponatinib, the stock should benefit when the actual earnings exceed expectations.

[biotech_researcher]

Don, I'm not so concerned with the launch, as I'm sure it will be successful, and they will book big initial revenue. I'm more concerned about the revenue growth rate 18 months out..

[ariadndndough]

DON
i find it interesting reading ldk purpose on its next trial

A single-arm, open-label, two-stage multicenter, phase II study. Patients will be pre-screened for ALK positive status. Treatment with LDK378 at 750 mg qd will continue until the patient experiences unacceptable toxicity that precludes further treatment, discontinues treatment at the discretion of the investigator or patient, starts a new anticancer therapy and/or dies. LDK378 may be continued beyond RECISTdefined PD as assessed by the investigator, if in the judgment of the investigator, there is evidence of clinical benefit

and the next one

A single-arm, open-label, multicenter, phase II study. Treatment with LDK378 750 mg qd will continue until the patient experiences unacceptable toxicity that precludes further treatment, discontinues treatment at the discretion of the investigator or patient, starts a new anti-cancer therapy and/or dies



http://www.clinicaltrials.gov/ct2/show/NCT01685138?term=LDK378&rank=2


you have pointed out out before they have dose limiting side effects at 400mg the same dose they start getting affect. seems like after reading this there almost saying you will have some unacceptable toxicity?

[ariadndndough]

don i think you like this abstract. nice overview of lunc ca in development.

http://www.current-oncology.com/index.php/oncology/article/view/1132/950