Brigatinib Approval Validates Ariad Buy, But Can Takeda Carve A Position?

The US approval of the targeted kinase inhibitor brigatinib seems to provide early validation of Takeda's recent acquisition of Ariad, but can the molecule carve its own niche amid intensifying same-class competition?

Red Approved Stamp with Wooden handle Rubber Stamper Isolated on White Background.

Takeda Pharmaceutical Co. Ltd. has said that brigatinib was a key value driver behind its $5.2bn acquisition of US oncology specialist Ariad Pharmaceuticals Inc., and the accelerated US FDA approval of the ALK inhibitor as Alunbrig last week for second-line non-small cell lung cancer (NSCLC) appears to provide some early validation of this view.

Following the purchase of Ariad, completed only in February, the Japanese company foresees eventual peak annual sales of more than...

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