Ariad has hired appx 170 over the last 18 months, now at 300 people. I would think at least 1/3 need to go, and they can hopefully break their lease on their new building as the area is hot.
Does anyone know how Ariad is pricing their two tablets: 45mg and 15mg? Are they using flat, linear or some hybrid? Is the US different from the EU? i.e. Flat in the US and linear in the EU.
It is the case that there are folks from the Phase I that have continued to do well on 15mg - and those were patients who were third line.
Based on the preclinical work, most mutations increase the dose you need. So it stands to reason that naive patients should be able to get away with a lower dose.
In retrospect, the Tefferi paper pointing out the thrombogenic issues with Tasigna should have been a warning sign.
I also wonder if the shorts filed a FOIA to see reported SAEs and so had some advance warning of this.
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