Ariad Pharmaceuticals Inc fka ARIA

[Whosetosay]

tc- first, it was worth the money. I thought your write up was very good for the most part. My point wasn't the money for goodness sakes, my point wasn't the pure science interest, my point was that the whole weekend folks got very bullish on the Genentech angle (I think you saw a $300 pps), only to learn today that a counter argument in the very real AZ/Roche partnership now puts quite a bit of uncertainty into that Tarceva speculation. That was my overstated point.

50 posts on the Tarceva article, but not one scratch of the head on the AZ/Roche partnership on the same exact topic of EGFR approaches via AZD9291. Moreover, AZD9291 is not in mouse models "in vivo" of sorts, but in human trials in the clinic! What do the bulls make of that, nothing? Nary a mention? Pona aside, what about the comparison I made to the promise of '113? Does nobody remember all that 'triple threat' talk, now silent?

2da, this is a small company. The science group is not in some basement lab...

Your points are valid, Amp. I mean no disrespect in responses, but not sure I can even recognize when I am disrespectful. We cannot escape that mistakes nonetheless were made, almost twice in design. How the heck did these errors occur? Accident? No. Deliberate. People are responsible. NVS knew to design their studies correctly, what happened to ARIAD, at least the BoD Science committee? Somebody?

I've been to Cambridge twice. 300 people is a bigger group to my thinking, unless you are comparing them to the 10,000 immortals. Major decisions are made ultimately by a handful of people in any organization/sub-organization.

And I appreciate people will disagree. It is the callous disregard and near intolerance that I find so disappointing. The attacks on the status quo don't invite response. Amp, you do respond to some points. The others, just criticize sentiment, no facts, really, no comments on the issues.

It's so bad now, I get criticized when I post, and when I don't.

And the arm-waving this weekend led by you know who was only exceeded by the back-slapping., 'great posts', 'thank you posts, this weekend. The circular encouragement only built its momentum.

The unknown known is starting to be known now, lol.

So how about the importance of that AZD9291 now that it is know? No impact? No relevance to the Tarceva article? Do you have any comment on the connections?

If he really believed that, his team would not be working there could be a 15 month delay? Why did he say that? Answer - as he said, he's been invested in Ariad so long he's been through
feverishly to deliver it for its debut this year.

Amp, I was there. TC was quite serious. Was it Jess who said more than one delayed molecule announcement.

Rude and libelous accusations do not make efficacious arguments.

HB IS going to have his day in court, if he wants. But they'll likely settle the lawsuits.

I'm thinking that Spirit 3 trial results will be less beneficial than in the dosing trial. 1000 patient trial??? That's more than the whole US Pona pop for a year! Those Brits conveniently may have figured out how to remove 1000 patients from the health care budget. Great negotiators we have.