Just goofing a little...Too much tension around here lately...Whatever happens the next 6 to 12 months at Ariad....probably won't be boring...:0)

Hope retailers have been able to buy down here....Once in a lifetime Opportunity...:0)

Dr. Berger, Founder and CEO of Ariad Pharmaceuticals- "We are on track..to move 113 forward quickly on a clear path to registration."

"113, represents 3 threats in 1: ALK, ROS1 and EGFRm. We have compelling clinical data on ALK. We have definitive preclinical data on ROS1, and we'll study ROS1 patients in Phase II and EGFRm, a clear focus on the T790M patients in the Phase II program." So clarity with respect to what we're going to study, where we have the data and our plans going forward for registration of 113.

So as we look at 2013, it's a big year, a lot of activity and a huge amount of activities that we anticipate and drivers of value through the year; continuing the strong launch of Iclusig in the U.S; approval, pricing and reimbursement and promotion of Iclusig in Europe between now and the end of the second quarter for approval and launch in the third quarter; expanding Iclusig opportunity and other forms of Philadelphia-positive leukemias above and beyond the initial registration indication of resistant/intolerant disease, broadly expanding Iclusig in other cancers such as in gastrointestinal stromal tumors and AML; initiation of the pivotal trial for 113; expansion to the multiple Phase II cohorts for 113 to really expand out our comprehensive knowledge of 113 as an important new targeted cancer medicine in lung cancer; and lastly, presenting -- we anticipate the initial Phase II data on 113 in the fall, particular focus on the EGFRm T790M patients at the European Society of Medical Oncology.

So an exciting number of months coming up with multiple drivers of value.

Did you all get the signal on 113....Dr. Berger leaned on expectations surrounding AP26113's effect on T790 Mutation EGFR NSC Lung Cancer...I have done an exhaustive analysis of every utterance this great man has ever made..... so mind what I tell you...:0)......Here it Is......a quote from the DREAMER," 113 will likely be approved in some line of:.. ALK.....ROS1.......and T790 EGFR Lung Cancers".......I know the share price don't show it....But that is what it is looking like...."...and your can quote me on that...:0)

Guess that's why Harvey stated Ponatinib would be a historic oncology product...Strong enough to build a company on...His actions since..would indicate...he wasn't kidding...:0)

BMO Capital - "As a laggard to the NBI we expect ARIA shares to "catch up" in 2H13 and would be buyers at what we consider a trough valuation."....

So you think that retailers bought 10 million shares from institutions today....??? I think it's more plausible that many shares traded hands between institutions...bears selling to bulls...that's what the volume suggests..imho....

I love futzing around...A neglected art if you ask me...:0)

Wish I had dry powder...:0)

WHO DO THINK IS BUYING..?..THE ANSWER IS A TELL ..:0)

Unfortunately they don't have too much trouble finding them....Board members excluded of course..:0)

Everyone is forgetting that abstracts have 6 month old data....Even Don is comparing the data with competitors molecules....Even in this early cut..People are happy....How much more will we know at ASCO is my question...???......But if anyone is going to discuss the abstracts they should include that caveat ...

A hedge fund managers' fart could tank the stock..gotta stay with hard data. study results...and appropriate comparisons....Traders in charge...til they're Not... anyone who doesn't like the Ariad catalyst picture over the next six months...or...needs to buy groceries with their brokerage account...should probably rotate into something less volatile.....:0)

2 Points.....1. Late stage Lung cancer patients suffer high mortality rates....unfortunately many of us know this from experience with family and friends......2. In Crizotinib's phase 2 abstract Pfizer admitted that they did not even include early deaths in the evaluated population....

This is the note from their Phase 2 slides...*n=240 response-evaluable patients from the mature population, and excludes patients with early death, indeterminate response and non-measurable disease...

On the drug information for Crizotinib it says the following::: Among the 397 patients for whom information on deaths and serious adverse reactions is available, deaths within 28 days of the last dose of study drug occurred in 45 patients. Ten (2.5%) patients died within 28 days of their first dose of study drug. Causes of death included disease progression (32 patients), respiratory events (9), and other (4).

If we are going to get all hysterical let's at least look at a comparison...

Don't forget ..this data cut was early January...As of yesterday they had not even cut off the data set to be discussed at ASCO...we get to see almost 6 months of additional data in a couple weeks....Fingers Crossed...

You always hurt the ones you love.....:0)....Until the precise moment when it pays to go long..:0)

Filling the gap of 17.23 to 17.32....that occurred between Mondays close and Tuesdays opening........Maybe...:0)

Suggest acting on a great contributors name.. and ...BuyOnDips...

"We think it's a blockbuster in the making,"

Mr. King says he recommended Ariad after talking with its chief executive, whom he has known since the 1990s, listening to leading doctors praise the potential of the firm's leukemia treatment and reading the positive blog posts of patients who took the drug in clinical trials. The drug, Iclusig, was approved by the U.S. Food and Drug Administration last December. "We think it's a blockbuster in the making," Mr. King says........:0)

Iclusig gaining market share rapidly....More positive surprises ahead....Regardless of near term ...Anyone who gets in now ...will probably be :0)..................

Quarterly revenues growing to $50 million dollars plus in accelerated fashion..in addition to $400 million on hand should support growing number of studies and proof of concept in multiple cancers for both Iclusig and 113...Heavy Metal Train huffin and a puffin.... should begin moving momentarily..pleas make sure to keep your hands and feet inside the car...:0)

You seem confident that data coming out of ASCO will be a major positive...Are you at all concerned about 113 EGFR response data ?...FWIW- I'll be very happy if it achieves pan-inhibition in ALK and ROS1 positive NSCLC...with Iclusig effective (possibly best in class) in CML and possibly other cancers you start to see a strong revenue stream building....most markets (not this one) love real serious revenue growth...visibility on Ariad's growth prospects gets better every month...

Perhaps we should separate the discussion board into two sections...One can discuss the science and trial data and one to discuss the performance of the equity...as they are two very different topics at the moment....

Great News- Iclusig revenues growing so quickly.. substantially assisting with trial funding.....much sooner than, (at least I), anticipated....:0).....At this rate by year end and going forward we will be running at $30-40 million revs per quarter and accelerating from there...Lot to like about this company....the equity bites ...but I love the science..

H--O---L---Y.............S----H---_----T.........UNDERLINE EXCLAMATION.....:0)

Someone just posted 300mg of 113 good for ALK... AND- EGFR-..per Harvey...Traveling and unable to listen to call...can anyone confirm ?

Ariad beats (just recently raised) earnings estimates by 30%...which does not include over $3 million in drug ordered in Q1 but not shipped by quarters end, and significant sales occurring in Europe...happy Earnings Day Ariad Longs....:0)

...back and forth with scabs, shorts and hackers is a worthless exercise ...:0)

This board should go quiet until earnings call...We'll have more to chew on....back and forth with scabs, shorts and hackers is a worthless exercise ...Earnings Call is Tuesday..

This board should go quiet until earnings call.... We'll have a little more to chew on....back and forth with scabs, shorts and hackers is a worthless exercise at this point...Earnings Tuesday..About all there is to say ...

No....You should sell...

Could not agree more...Actually in NYC for a few days before attending my oldest son's college graduation...Hope you have a good round...

Love that you're golfing today....Hey it worked last time ! ... :0)

Hopefully this is BS from the NASDAQ market stream--

Wet One's Whistle_Ariad Pharmaceuticals (ARIA) Meeting With Novartis AG (NVS) In East Hanover, NJ Next Week Ventures Sierra World Equity Review. Big News Coming Soon Forecasts Sierra!
Wet One's Whistle_Ariad Pharmaceuticals (ARIA) Meeting With Novartis AG (NVS) In East Hanover, NJ Next Week Ventures Sierra World Equity Review. Big News Coming Soon Forecasts Sierra!

Yes this weeks numbers are quite strong...we are ahead of expectations and gaining market share...lapping BOLUSIF...:0)

Ariad's Iclusig Rx- Gaining nice momentum now.....:0)........

Hey Vid....You knew these guys had to break cover at some point.. Bullish....!....:0)

Maybe you need to take a break from it....it's this lower range band till earnings ..a week from Tuesday...Hope for a good call....:0)

Biomaven-...Suggest Pona binds much more tightly to ABL kinase than do the other drugs, and rapidly causes apoptosis, suggesting that even low and/or INTERMITTENT dosing of pona might still work well.............AND....INTERMITTENT DOSING MAY MAKE THE BEST IN CLASS ICLUSIG..ALSO ...THE LOW COST OPTION.....:0)

How else can you incentivize a company to spend $2-$5 Billion dollars over 10 years.. on a MAYBE.. (with all the risks to success that we know so well) to develop a drug like Iclusig. However payment decisions are dealt with, the system must maintain huge incentives... otherwise development will whither on the vine and no one will get breakthrough designations..or breakthrough drugs.... that would be worse than the price issues we have now...Clearly world governments need to get together and find ways to get the drug to patients without resources....Most firms have programs that offer assistance and reduced prices..The U.S. is the biggest payor...and in essence subsidizes cheaper prices in the rest of the world...But those incentives make ours the deepest and most productive drug development engine on the planet...