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Why are you here? You have no skin in the game..
Info is about to go viral.. it started today..
How much longer can Merrill's McNinn keep a neutral rating on Ariad?
If Iran doesn't make any dumb mistakes over the rest of the year, Ariad will have room to run.. As the Fifth fleet indicated, we can take care of this situation (with Iran) when the time has come..
CYTX- autologous adipose-derived stem and regenerative cells (ADRCs) STEM cell companies are in a world of hurt.. Lots of biotechs rose today in unison.. never a good trend..
Good catch!
Celgene Corporation (CELG) was the comparitor..
With the news AH for stocks in general, we are in trouble.. Watch how low the 10 year treasures interest rate goes..
I would expect that the 13 year exclusivity in Biotech is a lock. If not, you can kiss innovation and Cambridge good bye.. They will all move..
Head of BIO, who is president of the main biotech lobby group, says they lobbied hard for the biotech industry to keep it's 13 year exclusivity in the new health care reform, and they have it. So, this is net positive for the biotech industry.. More people on compounds.
Lax, that's what I said: "It may be that they simply weren't sure or confident in the final FDA outcome."
Well, I'm sure glad I could help you out..
It has nothing to do with whether it is a CML drug, or obesity drug.. It is all about executing a plan...... Remember, Arena's obesity drug is the first new obesity drug in 13 years, so if you want to make a big splash, you should have the compound ready to go upon FDA approval. It may be that they simply weren't sure or confident in the final FDA outcome.
Just to give you a measure of the quality of the investment you own in Ariad, Arena Pharma had their obesity drug approved by the FDA today. They announced tonight that they will begin sales of their drug in Q1 OF 2013! Harvey will be ready three months before approval! Speaks volumes!
Ariad will start AML trials with Ponatinib at some point:
Nora Ephron, Filmmaker and Writer, Dies at 71
Ms. Ephron was a writer who became one of her era’s most successful filmmakers, making hits like “Sleepless in Seattle” and “When Harry Met Sally.”
The cause was pneumonia brought on by acute myeloid leukemia, her son Jacob Bernstein said.
In a commencement address she delivered in 1996 at Wellesley College, her alma mater, Ms. Ephron recalled that women of her generation weren’t expected to do much of anything. But she wound up having several careers, all of them successfully and many of them simultaneously.
She was a journalist, a blogger, an essayist, a novelist, a playwright, an Oscar-nominated screenwriter and a movie director — a rarity in a film industry whose directorial ranks were and continue to be dominated by men. More box-office success arrived with “You’ve Got Mail” and “Julie & Julia.” By the end of her life, though remaining remarkably youthful looking, she had even become something of a philosopher about age and its indignities.
http://www.nytimes.com/?emc=na
The next 5-10 days are going to be critical for Ariad. The good news, as the world economy retreats, is the extension of the Bush tax cuts into 2013 is all but certain now.. Will help with Ariad stock gains next year..
I just hope the world can hold together through the end of September, as I expect we will be entering a whole new chapter with Ariad.
At the investor's meeting, Harvey pounded the table like never before that they will be launch ready (US) in October.. So, Harvey believe Pona deserves fast track, and rightly so as Pona treats an unmet need...
We've seen this at least three times over the last month, so I doubt the theory:
http://finance.yahoo.com/q/bc?s=ARIA+Basic+Chart&t=1d
mejs, you may want to listen to the Man on the last five Ariad conference calls and you will have the answer you are looking for.. So far, everything that Harvey has said over the last five years has been on target (except for the "patent the process" fiasco, which we do not want to get into!)
You may want to review that slide with the list of indications for AML and solid tumors that the ITC's, and ultimatly Ariad are going to explore ... It is huge..
Also, as Harvey detailed on the one slide, there are many indications for Pona in AML and solid tumors that the ITC's will be investigating. This should create news flow for the rest of the year(he said that it will start in 2012), and well into 2013. I really can't see the need for a fifth compound, except for the image that the lab is hard at work..
You have to give Harvey a lot of credit for delivering his messages yesterday at the level of an investor, rather than a group of PHD researchers. He is really, really good at that, and can switch on a dime..
As I mentioned before, Ariad has disruptive technology.. I have to believe someone is going to make a high offer for Ariad..
Harvey skipped over Pona in the AML and solid tumor indications.. Hope he circles back latter..
ONXX up 39% this morning on their blood cancer drug. Kind of wants you to hold Ariad through at least the FDA's advisory board meeting in early 2013..
And, Celgene is getting crushed..
I can explain if you like..
Not really.... this has mojo.
Taking if off toward the close...
Of course not..
Without real growth in the world economies, this will be a disaster. But, they really have no choice. I'm so surprised how paralyzed the world leaders are.. Zero leadership..
I'm getting a sick feeling in my stomach about the market, with all the issues in Europe, Syria, and the biggie for me Iran. May be that feeling is a good thing.. we will see soon enough.. Ariad will of course follow..
Did the same think with CheckFree (CKFR). Bought the stock in 1997 at $18.50. The web discussion group that I was on was invited to the CheckFree headquarters, for their annual investor's conference by the President and CEO Pete Knight. Probably ten of us from the discussion board, from all over the country, flew out and attended the conference, and Pete Knight recoginized us at the meeting. Kind of sureal. In late 1999, CheckFree announced that they were purchasing MicroSoft's bill pay service for $1 billion (they, msft,just started), which gave CheckFree 80% of the space. The stock ran up to $120 from my $18.50. I exited completely at $95. I will never forget that experience..
What you really can sense is the teamwork of the employees. If it is working, you will know it..
thesaud, if I lived within 100 miles of Cambridge, I would go. So what that you have to get up at 3:00 AM..it's only once a year..
I've went to two of these with past tech stocks I've owned and it was always worth it..
With the stroke of a pen, Harvey could change the CML landscape. And, he knows that..
The next big issue is pricing of Pona. If Harvey isn't too greedy and prices Ponatinib close to the other two second line CML drugs, Ponatinib will be very disruptive in the CML space. Over on the SI board they mention that the two second line CML drugs already have moved to commanding 50% of the first line business.
I sense a little Enron has consumed the board..
In a twisted bit of faith, our new owner, at one for one @ $38, and a 4.4% dividend..
http://finance.yahoo.com/q?s=MRK