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Risk on!!
There really can't be any '113 catalyst in the short term.. They just moved it off the mouse..
It's becoming clearer why Ariad is excited about starting the frontline trial with Pona in the middle of next year..
A few eyebrows were raised that Rida didn't receive the fast track:
Standard review is 10 months.. The EU's decision on Rida will then be before the US?
http://www.fiercebiotech.com/story/fda-opts-standard-review-bone-cancer-drug-ariad-merck/2011-10-05
The Thomas Edison of our time, Steve Jobs, has died...
Morgan Stanley's credit default spreads soared higher this past month than Italian debt.. That has my attention.. What is ironic, is that plunge in confidence in Morgan Stanley debt is based on their exposure to EU debt, which they have indicated that they have very little.. Tragic..
And, If I can add, IIIverson, keep up the good work!!.. :^)
We can tolerate it... for awhile..
IIIverson your success, results, and deliverables are far superior with you fleshy TA, than your technical TA will quite frankly, ever be, imho..
News will absolutely not help. We are continuing the Bear market from 2007.. This is just what we needed to wake up the fools in Europe..
MACD broke down on the S&P last month, we are going into the sevens... crap.
Stinky open..
On pretty heavy volume, unfortunately..
I keep re-reading this one statement from the recent filing, and I think Mr. Market hasn't grasped the value yet:
Durability of response – median duration on ponatinib treatment not yet reached
o With longer follow-up now available, responses on ponatinib continue to persist. Of the 31 chronic-phase CML patients who achieved MCyR, 29 remain on treatment with
MCyR. No treatment discontinuation or loss of MCyR among chronic-phase patients has occurred since the last data update in December, 2010, and duration of response
ranges from 58 to 820 days (over two years). The median duration of ponatinib response has not yet been reached.
By the middle of 2012, we will know if Ariad enters the promised land of being a stand alone biotech:
1. Is Rida approved for Sarcoma?
2. Is the interm results good enough with Pona to file the NDA in the USA?
3. Does '113 work?
Exciting times for patients and investors..
Once it breaks, there should be no looking back..
This thing should have ripped today...
I don't know how you all feel, but this news today sure has taken a lot of risk out of the stock, imho.. Now, we just need to bear the time of waiting..
On Ariad's investor's day, Dr. Frank Haluska was pounding the table on the fact that Ariad wants to enter a first line trial for Pona by the middle of 2012. Now we know why..
I guess what surprises me is that a presentation on, "Updated Ponatinib P1 results" would constitute a material event, imho, and I would have expected that Ariad would have to issue a SEC filing on this immediately after the presentation.. As it stands now, only a few select individuals are privy to this information..
Morgan Stanley's Exposure To French Banks Is 60% Greater Than Its Market Cap... And More Than Half Its Book Value
Some light reading...
http://www.zerohedge.com/news/morgan-stanleys-exposure-french-banks-60-greater-its-market-cap-and-more-half-its-book-value
I expect a flash crash again before this is over, over the next few weeks. Look at the major, major Banks in Germany and France today. Down 8%,.. gold down $80. S&P certainly below 1,000 to start.. Oil is on it's way to the 60's
A good interview with Dr. Berger..
http://www.xconomy.com/boston/2011/09/22/ariad-brings-third-cancer-drug-into-human-trials/
ARIA2010, where did I say MS and B of A were going under? It is interesting how posters interpret information here differently than what is actually stated..
The message that I was trying to deliver is that in 2007-2008, the banks when into a severe drop before the general market.. That is what is being set up now.. Just look at MS, JPM, BAC. And, these banks are much, much better capitalized than the banks in the EU. MS and BofA are not going under.. May God helps us all..
I pay NO attention to those doom and gloomers..
The FED acknowledged yesterday that they really can't fix this, it's up the the legislative leaders to make a diffference. There are deep and disturbing issues to deal with.. Japan II.
Rummy, they were sold as an open position, which was bullish.. To collect 30 cents..
OK... I can wait 6 months.. Thanks..
Now that '113 is in the clinic, I would expect that all the investment firms are going to have to recognize '113, and re-do their DCF's on Ariad, and raise guidance in future years?
The opportunity with '113 is clearly larger than the other two compounds combined.. Realistically, is this an end 0f 2013, or sometime in 2014 event?
This is like a three stage heavy lift Delta Rocket in the PERFECT timing of events by Harvey and Ms. Cantor... Starting the trial of '113 is stage one, FINAL Phase 1 result/ update on Pona in Portugal in a few days, is phase two, partnership in Asia for Pona..phase three?
Negative.. it's Mukesh Ambani
"You must be managing BIGTIME money with insight like that. Have you discussed with Dr. Berger managing his personal wealth?"
You are finally grasping the big picture and understanding. You are learning well, grasshopper..
iandy, in due time, my friend... I'm going out on a limb here, but, the futures market tomorrow morning, will tell you all you want to know....
Aren't you just a bit dramatic?
The pin action in the market today was disturbing..to say the least..
If you listen to him last night, he made a b-i-g futures trade, (I always find that people that talk about their trading prowness are usually small time), was a hero in that trade, and said Ariad would be down in the morning and up in the PM. Well, all I can say is don't quit your day job.. lol..
Markets rolling over.. last call. The news coming from the Greek government is pathetic.. They are going down..
And, two pieces of news in the next 10 days!..
b t h, whay are you following the futures point by point? One nervous Nelly.. Why the fear, lol?
Italy downgraded by S&P after the bell, S&P futures drop.
No way out of this disaster..