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“No man ever steps in the same river twice, for it's not the same river and he's not the same man.”
Why did you ask "Reported on nov 8 but was is the as of date?" Did I say anything about the as of date?
gdollasign's original topic is about the Institutional holdings after the plotted flash crash at the end of 4Q 2013.
Didn't I say "We will see whether or not FMR were still holding 27.4 million shares on 12/31/2013" in my fist reply about this topic?
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=95559697
Although we don't know how many shares FMR is holding as of today, it is a fact that Fidelity continued to buy and hold ARIA in spite of the plotted flash crash.
My point about this topic is as clear as my point about the topic of Ariad's next molecule about which, I didn't mention AP26113 at all in the first place. Who insisted on talking about 113 while the topic was the next molecule?
If people don't make any unnecessary assumptions and twists or purposely topic changes due to their positions on this stock, nothing needs to be disengaged.
FMR knows what it owns. The largest mutual fund company continues to buy and hold ARIA shares after the plotted flash crash. Fidelity has been the No. 1 institutional holder of ARIA since the 1st quarter of 2010.
I thought FMR would sell all of its ARIA holdings on the Oct. 9 bad news as it did in 1999 because of Ariad's big financial problem. It has turned out that Fidelity keeps buying and holding this stock.
Fidelity is confident on Ariad, isn't it?
Nov.8 was after Oct.31, the darkest day for Ariad.
As of Nov.8, 2013, FMR was holding 27,392,509 shares, adding 7.8 million shares to its position of 19,590,830 shares as of Sept. 30. We don't know the exact dates when the 7.8m shares were added.
Sarissa bought 11.5 million shares earlier than FMR added; Camber Capital puchased 10 million shares earlier than Sarissa. Neither Sarissa nor Camber had any ownership of ARIA on Sept. 30, 2013.
Total 27,392,509 shares were reported by FMR on Nov. 8, including the 19,590,830 shares as of Sept. 30.
Sarissa bought 11.5 million shares; Camber Capital 10 million shares probably after the crash, at least after Sept. 30, 2013.
The institutional ownership may have decreased significantly as you suspect. However, Fidelity added 7.8 million shares after the conspired flash crash as reported by its 13G filed on Nov. 8, 2013. FMR's buying and holding ARIA after the big plunge indicates the largest mutual fund is confident on Ariad.
We will see whether or not FMR were still holding 27.4 million shares on 12/31/2013.
Iclusig, most potent, addresses ALL known mutations, highly effective with few side effects at low dosages. Who said that? The patients.
CML patient J. Logan posted:
Best post in 2014 so far! Thanks, AmpleKind!
It was Dr.Berger's "in denial" that helped Ariadinvestor and me keep our confidence on the company and see positive indications at the darkest time.
Iclusig remains highly effective at lower doses with very minimal side effects according to a CML patient.
Patient: Putting Ariad in financial ruin and closing the company, you are killing many patients.
Nice job, the FDA! Patient loganj2 commented on Oct. 21, 2013:
Dr. Brian Druker's patient talking about Iclusig:
The 5th molecule is an immunotherapy?
Rachel McMinn is worshiped by certain people on this board. Posting about her might be necessary before she is dancing on the ceiling with her worshipers.
Any advice? Is the current price a good to enter?
If you want to buy 20,000 shares, buy 10,000 shares first as soon as you can and wishing the price to drop. Buy another 10,000 shares in case it drop 20%. In case it rockets, enjoy your 10,000 shares of the gold bags of ARIA shares. Don't take profits too soon.
I won't sell a single share until the price reaches $48.50 at which I will sell half of my position and watch my another half of the gold bags of ARIA shares being filled continuously with the precious metal in my retirement. I have stated this many times since 2010.
Patients were prepared to sue the FDA in case it went to the extreme. Will Ariad's legal team take actions someday?
Following is what Hans Loland posted on the YMB on Dec. 14, 2013 while he was answering Ariadinvestor's question.
"If the FDA goes to the extreme and decides to pull the drug completely from the market in the US, we are prepared, including possible legal option. Trust me, if the FDA went there, I would be outside their offices with a sign and knocking on every congressional member's door asking for their ear."
It's fine. I had read it before you change it. Happy New Year!
Investing in Ariad is doing good deeds, which is one of the reasons why I am an Ariad investor.
Ariad has extraordinary core drug-discovery expertise that helps the company find lifesaving drugs one after another.
God bless Ariad. The company will prosper and flourish. It supplies Iclusig for free for all those patients with no insurance coverage.
vidpok45: "Every dollar invested in this company may help somebody avoid death, in addition to our obvious objective."
15 mg every other day doing well; the FDA has gone too far; passionate and great people who lost their jobs are also victims, said Hans Loland.
A huge relief for patients...., posted by Hans Loland:
"Needless to say, we didn't see this change coming as quickly as it did. We were obviously hopeful given the recent European review, but less than 2 months really caught us off guard. Although, we were starting to hear about doctors who wouldn't prescribe Iclusig since they were worried about the unknowns. What is encouraging from all this, is that now everyone is seriously looking at the dosage options. I had my visit to clinic this week (still waiting to get my PCR test results back), but at my clinic they have patients who are on 15 mg every other day, and doing well. I think we'll start hearing more and more that most risk mitigation strategies involve prescreening for risk, appropriate monitoring, and a lower dosage.
I do hope the FDA learned something from all this, it really didn't have to go this far. I think if they simply had gotten together with Ariad back in Oct, and started the process to update the label, etc, we could have all avoided a lot of grief and anxiety. What they probably should have done was immediately sent out a notice to all doctors who were prescribing Iclusig to pay close attention to adverse advents, as well as consider dose reduction earlier than they would have normally. I know some of the people who lost their jobs in the massive layoff, and they were passionate and great people. I am still sad that they are victims in all this, it really didn't have to play out like this.
But we are clearly celebrating today, I am proud to be part of the Iclusig Patient Group, I'd like to think that our message got to the right people at the FDA and hopefully had some part in this being returned to market. Hopefully our lives can return to normal as quickly as possible. Happy Holidays all, I couldn't have asked for any better news than this."
Hans, God bless you. God bless all the CML patients. Happy New Year to you and all the patients! God bless you! God bless Ariad!
Ariad develops lifesaving drugs (Iclusig, AP26113, new best-in-class cancer drug to be announced next year and ...).
Ariad has extraordinary core drug-discovery expertise that helps the company find lifesaving drugs one after another.
God bless Ariad. The company will prosper and flourish. It supplies Iclusig for free for all those patients with no insurance coverage.
Investing in Ariad is doing good deeds, which is one of the reasons why I am an Ariad investor.
A patient's perspective - Hans Loland talks about Iclusig and the battle with the FDA, answering Ariadinvestor's question:
"Hans, if someone say Iclusig saves Zero lives, do you agree?", asked Ariadinvestor
"While I have intentionally stayed out of much of the discussion of the stock, Ariad and what is going on, I think it's time to inject the patients voice into this conversation and site as well. First I'd like to respond to a question that I didn't see before tonight, from Iclusig_Saves_Lives
Hans, if someone say Iclusig saves Zero lives, do you agree? Couldn't possible disagree more, and it's not just my own life, there are countless others who are still around today, who otherwise would have not. And if you don't believe me, just ask the 23 doctors who signed the letter to the FDA.
As for what we're doing as patients, most of you have seen our efforts, we've been in touch with numerous media outlets, we have had direct conversation with the Patient liaison at the FDA, as well as other activities. We formed the Iclusig Patient Group, a group of patients who are not sitting idle bye while these events are happening. Nobody is more motivated to resolve this quickly than the patients, for the obvious reasons, our lives depend on it. One of the reason we haven't made as much noise as we possible could, is the fact that as of right now, no patient is going without Ponatinib if the doctor believes that they can benefit. Most journalists we spoke to were interested to learn if any patient wasn't getting the drug, and of course we're happy to report that hasn't been the case, yet. Now, if the FDA goes to the extreme and decides to pull the drug completely from the market in the US, we are prepared, including possible legal option. Trust me, if the FDA went there, I would be outside their offices with a sign and knocking on every congressional member's door asking for their ear. We just aren't there right now, we of course hope that Ariad will work with the FDA and return the drug to the market as quickly as possible, but with updated safety warnings.
As for the drug, I believe this is the best TKI on the market for CML, although with it's safety concerns. But from a patients perspective, this is what we've had to live with from the start, none of these drugs are completely safe, I know of a women who almost died on Gleevec, and needed a liver transplant. She was on life support, but luckily she is doing well today, We face that we have a disease that will kill us eventually if we do nothing, so of course we take these drugs, we don't have a choice. Some may say that a transplant is a cure and why wouldn't we go that right, but I have lived thought one of my best friends going through a transplant, and trust me, it's a worse option than what we know about every TKI. My friend's CML eventually came back, more aggressive than before, and while he was on Ponatinib for 2 months, it was too late and he passed away in early 2011. He is listed as a death on Ponatinib, but trust me, Ponatinib didn't kill him, the CML did.
What I do ask of this group, please remember that these are real lives that you guys are talking about, they are everyday people who didn't do a single thing in their life to warrant being diagnosed with CML. We are doing everything we can to stay alive every day. Just be respectful, how would you talk about the patient as if it was one of your own family members who depended on this drug. I know there are many here who have shown great compassion, and recognized that Ariad is just more than a $ sign, I thank you guys for that,.
Some may ask what are my credentials to speak about the drug, well, I was on 60 mg for 4 years, I have probably put more Ponatinib in my body than anyone else in the world. I was dropped to 15 mg back in late Oct, but only because I have had a CMR (Complete Molecular Response) for over 2 years now. I continue to have complete faith in the drug and see daily what it has done for the patient community."
Ariadinvestor: "Hans, thank you for answering my question. Congratulations to you and all the patients for the Iclusig Patient Group's victory over the FDA!
Happy New Year to you and all the patients!"
"We will be stronger than ever in 2014. The best is yet to come.", posted dr_harvey_berger on Oct 18, 2013.
Dr. Berger has just turned things around again magically as he did in 1999.
1Q-2014 will be to Ariad what 1Q-2000 was to the same company.
I posted the following at the darkest time on Oct. 11 and Oct. 14, 2013 after the artificial flash crash:
"Dr. Harver Berger has track record of turning things around magically. Wall Street wrongly participated that Ariad would bankrupt in 10/1999. However, Ariad CEO turned things around magically.
ARIA dropped to $0.50 in Oct. 1999. Four months later in Feb. 2000, ARIA was as high as $48.50."
Thanks, Jesspro! We are glad to be Ariad true longs investing in a company that develops lifesaving dugs and will potentially become the next BIIB or AMGN.
Happy New Year to all my friends and all my enemies on both this board and the Ariad Yahoo Message board!FMR continues to buy and hold ARIA after the plotted flash crash, which indicates the largest mutual fund is very confident on Ariad, at least it seems to me.
FMR has been the No. 1 institutional holder of ARIA since the 1st quarter of 2010.
I thought FMR would sell all on the Oct. 9 bad news as it did in 1999 because of Ariad's big financial problem. It has turned out that Fidelity keeps buying and holding this stock.
Fidelity is confident on Ariad, isn't it?
Sarissa bought 11.5 million shares; Camber Capital 10 million shares; FMR added 7.8 million shares, totally holding 27,392,509 shares as of Nov. 8, 2013.
Grandma_of_jbraika: "I hope a law firm might help me get $0.001 per 1,000 shares qualified for a class action."
zipjet: "That is a bit low. You might get ten times that.
OK, everybody has his own belief. An investor should only takes what he/she believes to the bank although I believe Jaybe's belief makes sense.
It is my belief that it is wrong or intentionally misleading saying the next molecule has not been identified yet by Ariad if it is not said by a newbie.
Claiming Ariad is no long pursuing EGFR is wrong or intentionally misleading, I also believe.
It is not true saying Ariad has not yet identified the next molecule yet, I believe. Strictly speaking, Ariad only keeps what exactly the 2 compound target secret.
Do you believe Ariad would nominate something before it has been identified? If I believed so, I would heavily short this stock.
Please read greggors's new post. The next molecule was indentified at least a year ago. I think Ariad has a good reason to keep its 2 new compounds secret.
Per the 3Q CC, one of Ariad's Strategic Areas of Focus is:
Nomination of a potential best-in-class development candidate in the second half of 2014 by virtue of focusing our core drug-discovery expertise
The pre-clinical data of the EGFRm inhibitor is believed to be presented at AACR April 5-9.
Everything has been clearly clarified already. So I don't need to ask Mr. jaybe for clarification.
If my knowledge needs to be clarified, I can also ask a knowledgeable biotech expert on this board.
Full day trading
It's wrong or intentionally misleading saying the next molecule has not been identified yet by Ariad.
Since Ariad CEO Harvey Berger was interviewed on Fox Business on Oct. 12, 2012, people on this board have been talking about the next molecule identified by Ariad.
Ariad may have given up the EGFR indication of AP26113. But it does not mean the company is no long pursuing EGFR. Claiming Ariad is no long pursuing EGFR is wrong or intentionally misleading.
As posted in my initial post on the topic of the Next Molecule, Mr. Jaybe believes it will be an EGFRm inhibitor and pre-clinical data will be presented at AACR April 5-9.
Claiming Ariad is no long pursuing EGFR is wrong or intentionally misleading.
You have right to agree on whatever you like to agree. I don't have right to have any objection. I am not twisting.
Many others agree that Ariad's Next Molecule to be announced next year will be AP26113, which you agree. This is a matter of True or False no matter whether one agrees or not. This is not a matter of whether you agree on talking about Gloria, who is bloria_researcher's research focus.
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bloria_researcher, everything has been clearly clarified already. So I don't need to ask Mr. jaybe for clarification.
Should my knowledge need to be clarified, I would ask a knowledgeable biotech researcher such as you. LOL!
grandma-j, why don't you ask Mr. jaybe what he said to help clarify your knowledge? Just a thought..
Who said it's AP26113? The topic is the next molecule. It has nothing to do with AP26113. I did not say it's AP26113. I don't understand why people change the topic talking about AP26113.
Jaybe's post I quoted starts with "The next molecule ...". AP26113 is not the next molecule. Isn't it clear enough?
I am responsible for the confusion. As everybody can see clearly, jaybe was clearly talking about AP26113 because it is the molecule next to Iclusig. So the next molecule = AP26113.
They are no long pursuing egfr.
The next molecule has not been identified by Ariad.
Nomination of a potential best-in-class development candidate in the second half of 2014 by virtue of focusing our core drug-discovery expertise
Why do you continue to mislead the board?
Ariad's Strategic Areas of Focus per 3Q CC:
We have prioritized the Company’s resources and investments to focus on shareholder-value creation in the following areas:
• Re-start of marketing and commercial distribution of Iclusig in the U.S. through revision of the U.S. prescribing information and implementation of a risk mitigation strategy.
• Commercialization of Iclusig in 15 European countries, based on staged achievement of pricing and reimbursement approvals in each country.
• Focused clinical development of Iclusig in patients with refractory Ph+ leukemias, gastrointestinal stromal tumors, and certain other cancers.
• Advancement of AP26113 to a pivotal Phase 2 trial in ALK+ non-small cell lung cancer patients who are resistant to crizotinib. This trial is expected to begin in the first quarter of 2014 upon confirmation of the safety and efficacy profile of the selected dose of AP26113 in the ongoing Phase 1/2 trial.
• Important clinical data presentations on Iclusig and AP26113 at major medical meetings, including the American Society of Hematology in December 2013 and the American Society of Clinical Oncology in June 2014.
• Nomination of a potential best-in-class development candidate in the second half of 2014 by virtue of focusing our core drug-discovery expertise.
Somebody posted:
To be honest when I read the post I assumed we were talking about 113. Only now do I realize the original poster was speaking about what's in the lab. Sorry for the confusion
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=95310068
thesaud, lax and I were not talking about 113. Please refer to my original post quoting what jaybe said about the next drug:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=95302925