I agree..And, Berger can't run up the flag to high on this combination as he is no long the owner of the Rida compound..

Can someone answer this question? If the IV formulation of Ridaforolimus worked, AND is still working so well with Carol Boone, why didn't Ariad file a phase II and phase III trial with the IV formulation? Seems like they could of hedged their success with that...

I agree. Legally, Ariad no longer owns Rida.. It probably has to be on the back burner..

Yeah..I just went through Harvey's slides for the RR presentation today, and they have reduced the slide count DOWN TO ONE SLIDE FOR RIDA! The ALK has two sides!.. This speaks VOLUMES! Why did Merck spend the $70 million?

'534 sales worth $600 million "in the short term", and up to $1 billion in the "longer term" according to Harvey.

In the "real" short term, it's all about Rida..as it should be..

After listening to the CC today, if Dr. Berger said to walk across the Charles River with him, because we could, I would in all reality, follow him and Tim across the river.. This guy is smooth....

I was intrigued by the mention on the CC by an analyist that the CML blogs are "running wild" on wanting to enroll in the Ariad trial.

Ouch, that close hurt! That wasn't neccessary...

Well, it looks like the market voted on the news......

With full enrollment at the end of 2011, are we saying approval by the third quarter of 2012?

This, and positive Ridaforolimus news will make this a winner. We do not have to wait too much longer for Rida, which would propel the SP much higher than the '534 news, imho, as we would be closer in hvaving a real product....

I was hoping partner, but Harvey said with unmistaken confidence that they have the ability to start the trial on their own.. And so it be..

Announced Monday..

BTH, it sure does..thanks!

Ariad sure selects the most unusual trial names. Hope it wasn't created on a "roll":

http://www.newcmldrug.com/Discuss/reply.asp?ID=32124&Reply=32124

biotech_researcher, at least your are coming off your point a few post ago that stated that, "you hope a MM hasn't taken in 1.3 million shares as there will be many shares to sell in the future". It is much more complicated than that!

This is a yes or no answer... Are you short Ariad?

Thanks Don. If anyone here thinks a MM is going to take down 1.3 million shares in a spectulative stock like Ariad is a rookie and does not understand how markets work. This was an institutional trade..

Seems like a few (one) here have a chip on their shoulder, and they can't seem to shake it.. Seems like they have time to waste.. Not very productive..

Nope, no collusion. The market maker purpose is to match buyer and seller. If institution brings a 1.3 million share trade at $3.50 to the MM, and there is a counter party to take the other side of the trade, is just done.. This is the way it's done everyday..

Actually, the high volume at the close is probably not option related, rather it's probably a "cross" trade. This is where an institution contacts another institution, by whatever means, and agrees to purchase let say 1.3 million shares of Ariad at $3.50 per share. So, the price is agreed upon, and the NASDAQ exchange records the transaction and it's done, between the two parties. This happens all the time..

ARIAD Announces Clinical Data from Phase 1 Study of Its Investigational mTOR Inhibitor, Ridaforolimus, in Combination with Bevacizumab
CAMBRIDGE, Mass.--(BUSINESS WIRE)--Sep. 21, 2009-- ARIAD Pharmaceuticals, Inc. (Nasdaq: ARIA) today announced data from a Phase 1 clinical trial evaluating oral ridaforolimus, its investigational mTOR inhibitor, in combination with bevacizumab (Avastin®) in heavily pretreated patients with refractory metastatic solid tumors. The data were presented at the Joint Multidisciplinary Congress of the 15th annual European Cancer Organization (ECCO) and the 34th annual European Society of Medical Oncology (ESMO) taking place in Berlin, Germany.



http://phx.corporate-ir.net/phoenix.zhtml?c=118422&p=irol-newsArticle&ID=1333615&highlight=

BioTechHedge, you seem to have a short memory. This trial ended in Feb 2010, and the results were covered in great detail around March 2010, I believe. If you want me to find the press release to "jog" your memory, just say the word, and I will find it for you..

BTH, please re-read your post. Completion date was February 2010. That filing was just updated on August 26th.. Sorry..

Estimated Enrollment: 15
Study Start Date: October 2008
Study Completion Date: February 2010
Primary Completion Date: February 2010 (Final data collection date for primary outcome measure)

All you have to do is watch the share price of Ariad. It will tell you all you need to know about the results of the, "double blinded" study. With the size of this phase III trial, it will be virtually impossible to keep this under wraps until the "official" results..

CT order is just a procedure to protect their propritary assets.

The final results on the effectiveness of their drug Ridaforolimus, before the NDA is filed, will be revealed before December 31st, 2010.

For all the positives, the market has capped Ariad for reasons that may be correct, or illogical. We will soon find out..

For once, I agree with BTH. Ariad is not going to partner with Novartis or Bristol. For maximum shareholder value, you want Ariad to partner with someone that sees the value of the '534 compound BEYOND CML. Remember, Harvey hinted at AML during the last CC. Novartis and Bristol would place '534 on the shelf for the last resort pts.

They sold 656,000 shares out of 15 MILLION.. What is your point??

Well, in Merck's most recent quartly results, they indicated that they expect to file the NDA for Rida in Q4 2010, so I assume we will all know the efficacy of Rida in Q4, even if the NDA is actually filed in Q1 2011.

Agreed..expect AP534 trial to start in Q3 and the rida results in Q4.

There goes what was a great chart pattern on Ariad..

Fall cancer conference schedule
Posted: 09 Aug 2010 11:24 AM PDT

The dog days of summer are now here and looking ahead at my conference schedule over the next couple of months, things look quite busy already.


Sept 11th: Tufts Cycle for Life 25 mile bike ride, Marblehead, MA (more tomorrow)

Sept 13-16th: Rodman and Renshaw Healthcare conference, NY, NY

Sept 23-25th: International Society for GastroIntestinal Oncology (ISGIO), Philadelphia

Sept 27-30th: Molecular Diagnostics in Cancer Therapeutic Development (AACR), Denver

Oct 8-12th: European Society of Medical Oncology (ESMO), Milan, Italy

Nov 9-13th: Greenspan Chemotherapy Foundation Symposium, NY, NY
Whew!

Come December there will also be ASH in Orlando and the San Antonio Breast Cancer Symposium back to back, so a busy season ahead awaits already.

Really? Who in the world would short a stock like Ariad with all its potential so soon? That would be insane..

Lots of data coming up on Rida in other indications besides sarcoma.. If the sarcoma results are good, it could be an explosive up side move..

A question.. since '534 P2 registration trial will start in Q4 2010, can we assume an accelerated period of 12 months to completion, and a 12 to 18 month P3 trial, filing the NDA, with an approved product on the market in late 2013 or 2014? Trying to develop a timeline..

I'm certainly invested in Ariad, but.. with Rida results so close, and just three or four analysts on the CC covering Ariad, and, with Ariad at just $3.40 per share, doesn't it make you wonder???

Hell, some biotechs I study have losses for the next three year, no chance of investment banker activity, and there are 8 to 10 analyst covering their story... it makes ME wonder..

Where, this is DNDN leadership team, and they are at $38 per share...

Executive Leadership Team
- Mitchell H. Gold, M.D.
- Hans E. Bishop
- Mark W. Frohlich, M.D.
- Richard F. Hamm, Jr.
- Richard J. Ranieri
- Gregory T. Schiffman
- David L. Urdal, Ph.D.

Wow, look at all these titles... And, why is Andreas Woppmann still here????

Executive Leadership Team

Harvey J. Berger, M.D. Chairman and Chief Executive Officer
David Berstein, Esq. Senior Vice President and Chief Intellectual Property Officer
Daniel M. Bollag, Ph.D. Senior Vice President of Regulatory Affairs and Quality
Maria E. Cantor Vice President, Corporate Communications and Investor Relations
Timothy P. Clackson, Ph.D. President of Research and Development and Chief Scientific Officer
Pierre F. Dodion, M.D. and M.B.A Senior Vice President and Chief Medical Officer
Edward M. Fitzgerald Executive Vice President, Chief Financial Officer and Treasurer
Frank G. Haluska, M.D., Ph.D. Vice President, Clinical Affairs
Raymond T. Keane, Esq. Senior Vice President, General Counsel, Secretary and Chief Compliance Officer


Senior Management

Joseph Bratica Vice President, Finance and Controller
David C. Dalgarno, Ph.D. Vice President, Research Technologies
Shirish Hirani, Ph.D. Vice President, Program and Alliance Management
John D. Iuliucci, Ph.D. Senior Vice President, Development
John W. Loewy, Ph.D. Vice President, Biostatistics and Outcomes Research
Victor M. Rivera, Ph.D. Vice President, Preclinical and Translational Research
Kelly M. Schmitz Vice President, Information Technology and Operations
William C. Shakespeare, Ph.D. Vice President, Drug Discovery
Andreas Woppmann, Ph.D. Vice President, Manufacturing Operations

If this guy can't get the '534 deal done, nobody will:

http://phx.corporate-ir.net/phoenix.zhtml?c=118422&p=irol-newsArticle&ID=1413303&highlight=

Harvey just hired the "deal maker (see PR)" during the last few months to SPECIFICALLY partner '534. I take Harvey at his word..

Barry, I was just trying to correct what you said. You said milestone payments would be accounted as earnings. That simply is not the case as I indicated. They are booked as sales, and netted against expenses, before falling to the bottom line as earnings.

lt56, please go back and listen to the CC when the deal was announced. I listen to these CC usually two or three times. The question was asked on the CC whether the new deal with Merck included the combination of Rida and other compounds IN THE FUTURE.. Harvey said no, that was not part of the deal..