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Even more instructive was the reason NVS placed that slide in their presentation in the first place. If you go back to the original slide, they were highlighting that Tasigna grew their market share from 4% to 17% in the whole of the CML market in just two years. Nice. If we only knew what percentage was first line and second line.
Does the Merill Lynch Report on Ariad make anyone think they want to lighten up here, as in their work, it looks fully valued? They also placed no value on '113 at this point..
Last time Don S. posted here was June 22nd.. Wonder if he moved on and sold out?
What a fricken tease!
Back at the 52 week high! 12.83
Now, $12.80.. I just don't get anyone that shorted this. How in the world can they take such a house of pain?
sciencegrad, the Jefferies report is a good as any for a start..
Wow, $12.82 for a femtosecond..
We may become a teenager over the the next day or two..
Wow, from BTH's ALK paper, to the marketing intelligence gathered recently, some very good posts!.. Just a slight correction for the last post.. Ariad doesn't have a stent program, rather, they supply their compound to actual stent mfgrs, who manufactuer the stents... But, this find is certainly intriguing...
"BTW, when asked about Ridaforolimus, sounded like Berger stumbled around answering questions about whats next for Ridaforolimus and didnt even mention endometrial cancers...all he said was breast cancer ie., their current Phase 2 trial...which is a long way from being completed."
At least some saw and understood the value of the Liz Clayman/ Harvey Berger interview.. Those that don't get it will, in the future, imho. I certainly do not know the numbers, but, there is a whole new group of folks that on Friday were exposed to the Ariad franchise.. Harvey will appear on the front cover of a national magazine in the not to distant future, imho. Melt up starts Monday..
Bladerunner, you may want to watch the video again.. Liz may a VERY STRONG case on why this is a great stock to own, even if up 312%..
bladerunner1717,
Your discussion went through quite a bit of cross curents, and twists, but you finally figured out the essence of the post..
Exposure.. It's all about exposure... (of Ariad)..
Anyone see this great interview of Harvey on FOX on July 15th?
A couple of points.. Liz C. does a great job of interviewing The Harv, and standing next to Harv, you will notice just how hot Liz is... (pissed me off she left CNBC).
Second, she asked Harvey about the huge short position, and Harvey covered it like a champ, and it almost seemed liked it was set up for her to ask that question.. I actually believe we will have a MELT UP next week in Ariad due to short covering (Liz says there are 13 million shares short...let me catch my breath..)
We just had an interview of the Harv on CNBC a few weeks ago, and now we had an interview of the Harv on FOX. As I have stated here well over a year ago, there will be a point in time that I will sell Ariad, and it will be when the Harv is on the front cover of Business Week or other national magazine.. I know some of you laughed at that like there was no tomorrow.. I mean it..
May God bless Ms. Cantor..
http://video.foxbusiness.com/v/1057891706001/ariad-ceo-on-developing-new-drugs/
Oh, I almost forgot.. 10 to 15 million share secondary a week after next..
Exactly.. Limit orders are only allowed. Melt up next week????
It was old news, but you removed it anyway?
Did you sell? Absolutely not.. This was weaking, and I wanted another 52 week high print to continue this move. Did you sell? You started your pig calling so maybe you did..
"Over the next two years, the best is yet to come.."- Harvey Berger, Q2 2011...
Not sure how well that would work on the GE message board, but I will do do what you say..lol... what a joke..
"Over the next two years, the best is yet to come.."- Harvey Berger, Q2 2011...
Agreed. Not going to dilute before Aug 2nd. After Filing the NDA, now that is a different story
We didn't make it.. rats..
Just 6 cents more, please!
Article on PFE's NSCLC ALK drug, ariad footnote.
http://www.internalmedicinenews.com/news/oncology-hematology/single-article/crizotinib-boosts-overall-survival-of-alk-lung-cancer/4d7ceb3288.html
Well, technically, I think Rida NDA will due to the $25 million from our good friends at Merck..
By the way, it's now official, Webster Dictionary will allow the words Merck and Tortoise to be interchangeable.
I certainly believe that every day that passes, the more value Ariad shareholders obtain for the Pona asian partnership. Waiting until the filing of the NDA in US and EU is ok by me. The real question for me, is do they partner for just CML or do they throw in AML and solid tumors?
And the ballsey move to start the head to head trial in the second half of 2012 just floors me.. They know they got something.
I just hope as the world continues to financially dissolve going forward, that they consider pharma, and the second derivative biotechs, the defensive place to hide your money.. Otherwise, we are screwed..
Which will be first.. Filing of Rida NDA, or Pona partner?
I say filing Rida NDA
Novartis Presents Afinitor Data
Works effectively on benign brain tumors
http://finance.yahoo.com/news/Novartis-Presents-Afinitor-zacks-806071274.html?x=0&.v=1
Conversely, here is a stock that has no overhead resistance, for your review:
http://investorshub.advfn.com/boards/board.aspx?board_id=2047
Cramer is probably incorrect this time (surprise!), and this economic funk is not a one off event, but rather a world wide deep rooted phenomena .. This information from Brazil ( The BIGGEST growth engine of South America) would indicate that:
http://finance.yahoo.com/news/Creditcard-debt-may-threaten-apf-3046211331.html?x=0&sec=topStories&pos=7&asset=&ccode=
Next up, which you are going to hear about for days.. Italy..
Remember, if this is the beginning of a bear market, it will get them all...
Follow Pimco.. Without telling you directly, they are letting you know how this may play out..
And look at the bank stocks.. at multiyear lows again.. They foretold where the market was going in 2008.
This is very encourging for Rida:
Companies have won marketing approval so far this year for 20 innovative medicines that work differently or better than existing drugs, or tackle ailments lacking good treatments, according to the Food and Drug Administration. "New molecular entities," the FDA calls them. There were just 21 such approvals all last year.
Recently approved are the first therapy shown to extend life for people with advanced melanoma, the deadly skin cancer; the first new treatment for lupus in over 50 years; and two drugs for hepatitis C that are far more effective than current care.
"We're seeing a lot of innovation, much more than in recent memory," said Janet Woodcock, director of the FDA's drug division, calling today's laboratory output a "turning point" in drug development.
She added: "If you're a patient with a terrible disease, a serious cancer or something like that, I think you ought to take heart from what we are seeing."
http://online.wsj.com/article/SB10001424052702303499204576387423702555648.html?mod=WSJ_hp_LEFTTopStories
I think BTH thinks the SEC filings represents the FIRST public release of the information, and that simply is not the case. As you can see from Fidelity's web site, they release the information BEFORE the 45th day from the quarters end.
FMR, Wellington, etc., generally file very late in the cycle, ie., for Q2, they will file around August 14-15.
Friday was so amazing.. the market was absolutely trashed, but Ariad hit a new 52 week high.. Startlingly bullish.. What is the cap to this move?
He DEFINITELY went over the line..that's why the post was removed, imho..
Thank you.. I thought Dew went over the edge with that post..
Employment numbers across the board were a disaster...
Combination of filing the NDA and announcing a partner would be a better time to do a secondary, imho.. Not now..