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Author: Fuma102 Big red star, 1000 posts Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 192  
Subject: ARIA update Date: 11/4/2011 5:28 PM
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"The clinical development and potential commercialization of ponatinib, our investigational pan-BCR-ABL inhibitor, are moving ahead as planned, and we look forward to the presentation of interim data on ponatinib from the pivotal PACE trial next month, stated Harvey J. Berger, M.D., chairman and chief executive officer. At the same time, AP26113, our unique, investigational dual-inhibitor of ALK and EGFR, has advanced into the clinic, and we believe that it may address a major unmet medical need in two clinically important, molecularly defined subgroups of patients with non-small cell lung cancer. "

http://seekingalpha.com/news-article/2064142-ariad-reports-t...

Filing mid next year for ponatinib. The issue is do they have enough cash for it to get out there...

Merck is pushing for co-promotion of rido in the heme/onc world (ie, theyre doing alot of combo trials --- info from CC.)

comparing to CBST, which has sales of 800m, has a 2.5b cap. ponatinib is about that. rido & the lung CA med are a bonus.

sooo.... I see ARIA as a double within 18 months based on ponatinib & rido approval.
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