Replies to post #162217 on Biotech Values

[JJM760]

JQ

There have been numerous patient reports (as well as Getinger's claim on the Asco CC) that 113 is clearly better tolerated than LDK. I believe that will be a clear differentiator in the end.

IMO little to no value has been assigned to 113 in Ariad's pps at this point.

[biomaven0]

I agree this is going to be a competitive space.

Efficacy wise, it is not differentiated from LDK378

Reading patient anecdotes and listening to doctor comments, efficacy is at very least differentiated on brain mets. Those are claimed to be 50% of crizotinib failures, so for second line this will be an important issue.

Safety differentiation is relatively minor

Going by reported AEs, it would indeed be hard to differentiate clearly. But again looking at patient reports and especially from several patients who have been on both, and '113 wins. LDK is pushing the limit on dosing, with liver AEs at the upper end of their dose range, and also many reports of GI issues. These are drugs that patients have to take for the rest of their lives, so while Grade II diarrhea doesn't sound so bad compared with chemo AEs, it still has a significant impact on quality of life.

It really is too early to tell on EGFR. The company believes that with 180mg they will achieve trough blood levels of around IC90 against T790M, and that should be enough to show efficacy. But the Clovis drug appears to be somewhat more potent on preclinical measures, although I don't know what blood levels they achieved.

Peter

[ariadndndough]

jq and biomaven great discussion on aria. curious if you guys have any more thoughts on 113 in EGFR.

jq you mentioned
113 EGFR T790M does have hint of efficacy. Once test of presence of T790M mutation before entry criteria is used, result could surprise because none of 5 patients with documented T790M during most recent EGFR TKI treatments had progressed (2 SD, 3 NS). As of how it would compare to CO1686, it is impossible to say at this point. I do think surprise could come here rather than ALK because of competitive landscape

surprise? can you elaborate more?

thanks agian learning all the time

dough