One of the best conference calls EVER. We have the usual info, its impressive, what a quarter. great titles, great pipeline. But the elephant in the room....ahhh the Taylor Swift Social Media App the Swift Life. yes! oh yeah. tell me more. There's no immediate updates, we get to the analyst question rounds, there's the augmented reality plan for Design Home, there's the New Acquisition question, there's this there's that, then there is the guy rapid firing Earl about TSL! then we lose connection, Epic

hey BR- our old dear ariad fan friend Rachel Mcminn is leaving her post at Intercept. I've enjoyed the range of speculation that she is leaving cuz Intercept will be bought$$$ and her position will be eliminated to Dew's doom implications. fascinating as well as entertaining. for all of you folks wondering, our friend Rachel in her biotech analyst days valued Ariad shares at $1 after pona was temporarily held from the market. Ariad went on to be sold to Takeda at $24 a share. Great one Rach!

interesting history on Shire's dry eye drug, Xiidra. in the first 4 months of its approval it captured 19% of US market. And Shire bought the company way before they were anywhere close to filing an NDA with the FDA. thats confidence

Lifitegrast was initially designed and developed by SARcode Bioscience[4] which was acquired by Shire in 2013,who submitted a new drug application to the US Food and Drug Administration (FDA) in March 2015. The FDA granted Shire a priority review a month later, and requested additional clinical data, which were supplied in January 2016. The drug was finally approved on 11 July 2016.

I have no doubt in my mind, and it can be my personal opinion only, that the initial deal with Merck animal health was the first step in that direction. The deal seemed to be insignificant, but IMO the meat of the deal was what they told us in the act of not telling us! Everyone watched restasis grow to a mutli-billion a year winner. Merck already has met with Glickman, obviously got the scoop on Voclosporin's relevance to the Dry eye market, inked the deal with the animal rights, than is waiting for maturity to strike on the human rights. Even tho times are testing with the stock price declining, I fully support Glickmans decision to pass on deals for the time being. The potential for Voclosporin to be a superstar is there, man its exciting to do the research on this and Glickman's team is impressive. There is a guy on ST that jokes about is it at $45 yet? lets find out!

Oh BR's gonna have a ball with today's post market action.

Why is it an annual thing. It's not mentioned in their ir page as an annual R&D day BR? I'm not really freaked out here and am more excited about the science news. I understand that's not the update some traders wanted especially options guys.

Glickman knows how to be patient that's for sure

Classic BR

I heard Duggan likes an omelet bar

all we need now is 2DA staying up into the wee hours drafting long wordy dark anti-management manifestos about unseating the board and legal action.

I wonder why it was dealt its resolution so early? Most others go into the red zone of their respective PDUFA dates

Hahaha. This is the ariad board all over again! We haven't missed a beat since those days.

I'm looking forward to Friday's webcast


Where is 2da?

Gonna crash ihub's servers due to this high activity

Hahaha. I heard this overactive gluu board crashed stocktwits twice today

Pretty much said it all back in may

Yeah we got to wake this board up! Beta testing TSL in Singapore and New Zealand appears to be going well for the iOS version

Up 13% right now. Good day

Good morning Smart money. What's up. Been awhile. Check out $GLUU. Taylor Swift project will beta test soon

http://phx.corporate-ir.net/mobile.view?c=207033&v=203&d=1&id=2305943

It's about time this board wakes up. Sticky this Mick
http://phx.corporate-ir.net/mobile.view?c=207033&v=203&d=1&id=2305943

Interesting analysis thanks John

"FDA is issuing this guidance to clarify how we evaluate real-world data to determine whether it may be sufficiently relevant and reliable to generate the types of real-world evidence that can be used in FDA regulatory decision-making for medical devices" per Scott Gottlieb
https://s3.amazonaws.com/public-inspection.federalregister.gov/2017-18469.pdf

Serves as a reality reminder of the risks taken in these biotechs. Here's a company tha had a fairly positive sentiment going into yesterday close.

That's a tough day for longs right there. JP Morgan had just overweighted this with a $28PT on 8/15. Another reason why I don't place too much emphasis on these reports

The Medicines Company Announces FDA Approval of VABOMERE™ (meropenem and vaborbactam)

http://www.themedicinescompany.com/investors/news/medicines-company-announces-fda-approval-vabomere%E2%84%A2-meropenem-and-vaborbactam

A wild ride since thanksgiving

The beginning of the end for ocera? Hope not. Such a promising company I continue to follow this

By the way several years ago I said ariad would get taken out at $28.75. Wasn't far off at $24. Not saying there's any connection :). Have a good weekend fellow investors

I think they partner exclusively in the Asian sector for a sweet cash payment + royalties then go globally solo with lupus voc indication announce additional indications with
Strong partner interest offers later in the lupus trial timeline. Then gets bought over $28.75 a share

Still here. Still holding all of my shares. Company impressing with its cash management so far. Glta

I would beware of such folksy shareholder letters dew

Very nicely done! Thank you lunacy {john galt}

That's my understanding as well. Only voclosporin is farther along in clinical trials compared to the other potential competitors who may be where voclosporin was while we all argued the fate of Ariad 24 months ago

my take is that the surge through 40.50 suggests that there is some chatter of another offer. One hypothesis is that counter offers come into play and go public solely to force amazon to pay more thus taking on more risk. I speculate competitors are thinking counter offers on the grounds of attempting to keep amazon out of the play (which won't work). Amazon hasn't been stopped yet. apparently WFM agreed to a non-shop clause with amazon...receiving other offers and deals comes at a 400 million penalty

Have a great holiday weekend everybody. What a wild week in auphland. Great things to come. Glta

Lunacy once again 100% correct

FDA Approves KALYDECO® (ivacaftor) for More Than 900 People Ages 2 and Older with Cystic Fibrosis Who Have Certain Residual Function Mutations

http://investors.vrtx.com/releasedetail.cfm?ReleaseID=1026864

I sold. They only have over 200 million cash in the bank. I'm too uneasy with this. :)

Only 547 shares. Hmm. Maybe a penguins fan partied too hard after the win fat fingers

haha. I bet. many a call listen. Mackey needs a successor. young fresh tech oriented . is musk available.

yes the balk from jana has my attention. perhaps they were scared of losing long term. leverage accepting the early offer

interesting language from jana. wfm board overhaul needed imo. however where jana fits into this equation tbd. wfm mgt open to change = they are nervous but want to tackle this alone imo can they innovate again? alone as a public company I have significant doubt