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In truth, he will be disappointed if this should happen
I think CYCC and CTIC should merge...lol. Co-CEOs.
now THAT is.in.credible
I knew it was somewhere near a billion.prob most of that one stem cells
You really have to love that '113 isn't even really factored into any of these forecasts. Cross your fingers!
Free Toberlones!!!!
YESSSSSSSSSSSSSS
OMG! Roche is based in Switzerland!!!! If you liken the thoughts of some in the past that Ariad's HQ in Boston is located in proximity to Novartis so they are a likely acquirer, you gotta love Ariad setting up shop near Roche! (LOL)
:o)
This is a real-time message board :)
A bidding war would make me very happy too...lol
he wont have any choice in the matter if someone bids big in a hostile.
I think retaining 100% of P and NOT getting involved in another partnership (Merck relationship takes value AWAY from co.) makes it more compelling to a large pharma.
Makes it more compelling to large pharma IMO
Vismodegib
Brand name
http://www.trademarkia.com/erivedge-85369465.html
They can have my ARIAD for that premium, any day of the week
I think at this point, where we are in the study, either the placebo group is living an awful lot longer than Merck Kgaa predicted, or the drug is doing what they thought it would do. LOLL, i know that is stating the obvious, but, it is all just pure speculation at this point.....we will know soon enough.
Is anyone really complaining about their "big" bonuses? 2011, in terms of equity performance, and attaining goals, was spot on. They had a very successful underwritten financing, not some crap PIPE from Rodman or Roth, and the stock was added to the Russell.
I personally have no problem with the bonuses. Stimuvax is going to do what it does. PX866 has had some good early results. And they filed IND for ONT10 as planned. I am still crossing my fingers on Stimuvax, as it is just as much a crapshoot as any new therapy.
The main concern for me is that even if Stimuvax works, the difference may be more modest than in the phase IIb study and the trial will not be sufficiently powered to show a significant difference.
Lung cancer, cisplatin resistant
http://ar.iiarjournals.org/content/32/1/89.abstract
That is actually a very good read. And good "look back" history of a previous post from years ago backing your statement.
Congrats on the trade...
Thats a nice trade. Hopefully you get another one or two of those this year :)
I hope you either (a) sold it all and didnt do the full circle, or (b) bought it low, sold it high, and sold it short.
Has this made its way over to the AMRN Yahoo Message Board yet? If so, I am sure someone has predicted AMRN will go to $500 based on these fish oil results.
Apparently, the verdict is in....SINK.
Do you like to attach your harpoon and ride them to the bottom of the ocean (where this POS looks like it is heading)?
I still own it. my guess...strength is because they have several big catalysts in the next six months. possible approval for vismodegib in both EU and US. IMO, revenues have been significantly underestimated by the Street for this drug should it be approved. And they have over 20 further NCI trials for vismodegib in pancreatic and other tumor types, with SCLC and pancreatic, and gastro likely to have results in the first half of 2012.... the pancreatic studies in combination with abraxis and gemzar have been getting a lot of buzz. Further, a readout from Roche in the operable BCC study is supposed to happen very shortly.
IMO, Roche should just buy them for $800 million. And buyout Ariad for $3.5 billion. That would make my 2012. LOL.
best of luck.
This was Rodman's " thank you " to Harvey for letting Rodman get in one last banking deal to make them appear they are a legit investment bank and not one which simply does death spiral pump and dunmp orchestrated financings.
I would love it if Bellicum went public in 2012 because Bellicum would hae to file their financial relationship with Ariad through SEC.
LOL, I love it. You do know, however, their "excuse" is, "we didn't see the amount of governmen intervention. I the government's havent stepped in........blah blah blah."
LOLLLL, Jason Varitek is already putting on his catcher's gear while in the batting box, after his first strike.
Gotta freakin' love these guys.
EXEL...I have never seen a company with so many molecules that went NOWHERE.
What's left at EXEL are a bunch of mee-too compounds several years behind everyone. It's amazing to look at their compounds and see they have a compound in just about every "target" out there.... talk about throwing a pile of shit against a wall and seeing if something sticks. And...well, Cabo, that seems like a possible winnner.
On December 22, 2011, Exelixis, Inc. (the "Company") and Sanofi entered into an agreement (the "Termination Agreement") pursuant to which the parties mutually agreed to terminate the Collaboration Agreement dated as of May 27, 2009 and effective as of July 7, 2009 by and between the Company and Sanofi for the discovery of inhibitors of Phosphoinositide-3 Kinase ("PI3K") alpha and beta (the "Collaboration Agreement"). The termination of the Collaboration Agreement pursuant to the Termination Agreement is effective as of the end of the day on December 22, 2011. The parties mutually agreed to terminate the Collaboration Agreement in light of the Company's announcement in 2010 to focus its resources and development efforts on cabozantinib (XL184), the Company's most advanced compound.
1,000 2Jan 17.00 calls bought at 20 c today.
ACTC
Always enjoy a GOOD technician.
:)
I think this is going to show good results - but of course i am long, so it is my bias.
The Phase 1 results clearly showed the drug does something.
IMO, their market cap is outrageously low right now if you compare it to some of the other real shit trading out there with much less of a pipeline.
Yup. About $6 million worth. NOT 6 million shares (although I would suspect they participated in the recent offering - just my guess).
My take on '113....hmmm.. It's a valid target (which was "validated" by Pfizer with Criz). It's highly targeted (like '534). I guess it's too early to say but Ponatinib added about a billion dollars (or so) in market cap on Ariad. If '113 can do the same, we'll all be very happy.
Like I said, it's a little (really) early because I haven't seen any anecdotal evidence of the drug working (I don't even know how many patients they have even dosed yet).
The drug could be even bigger than Ponatinib...
That's my thoughts....
LOL, the offering was likely already bought and paid for, long before any one of us saw the first PR.