With Ariad’s share price recently touching a level last seen in 2000, the key risks to its investment case are execution on the launch of ponatinib and dependence on clinical study success in front-line chronic myelogenous leukaemia (CML). The drug could become an important successor to Novartis’s blockbuster Gleevec (imatinib). The earlier-stage AP26113, a dual inhibitor of ALK and EGFR, could have major potential in non-small-cell lung cancer, and will generate Phase I/II data this year.

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