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Ariad Comes Of Age With Oncology Drugs, Readies For Commercial Leap

Executive Summary

With positive signs for its stable of cancer drugs, including an imminent filing for the sarcoma candidate ridaforolimus, Ariad Pharmaceuticals Inc. is nearing the turning point from a development to a commercial company.

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Merck, GSK Sarcoma Drugs Bring Different Efficacy Stories To FDA Panel Review

FDA’s Oncologic Drugs Advisory Committee will be asked to consider a two-week median progression-free survival benefit with Merck/Ariad’s Taltorvic in the maintenance setting, and a three-month PFS advantage with GSK’s Votrient in second-line treatment.

Pharmaceutical/Biotechnology Deal Statistics Quarterly, Q4 2011

Biopharmaceutical company financings more than doubled to $2.7 billion from Q3. There were 23 acquisitions bringing in a total of $17.7 billion. And in alliances there was a focus on biosimilars, oncology and neurology deals, and unique partnerships with clear paths to exits.

FDA Panel Review Of Merck/Ariad’s Sarcoma Drug Could Hinge On Clinical Significance Of Progression-Free Survival Benefit

The Oncologic Drugs Advisory Committee will review two drugs for sarcoma indications on March 20: Merck/Ariad’s Taltorvic (ridaforolimus) and GlaxoSmithKline’s Votrient (pazopanib). With a three-week median PFS advantage in its pivotal trial, ridaforolimus could face the same questions about clinically significant benefit that led to revocation of Avastin’s metastatic breast cancer claim.

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