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Has to be a typo because they would have no subjects. Indeed, they go on to say "Participating institutions will not exclude potential subjects from this or any other study solely on the basis of ethnic origin or ..."
Another insightful scientific contribution. This board is just full of them today
Okay I'll bite - TOTAL CRAP
From my perspective, Dr. Berger can issue as many shares as he can use constructively in growing the company faster than the rate of growth of the market capitalization. As long as he is doing that, the actual shares outstanding do not matter at all.
Great stuff 2da.
One the interesting points that biomaven made that is new to my understanding is:
"Even though Tasigna & Sprycel give better responses than Gleevec.., there is no long-term evidence of the superiority of these drugs compared to Gleevec in terms of patient survival."
If Iclusig also increases OS, then the first line is just a matter of time and the market share of the other three will progressively diminish.
My question(s) are regarding Bellicum:
Feel free to consider asking either on neither.
Does Ariad have some kind of representation on the Bellicum BOD? If so, do they have any kind of role in shaping the Bellicum's R&D?
Bellicum recently was able to raise about $36 million in additional financing that has allowed them to staff their research more adequately for the first time. They are pursuing a prostate vaccine based on BPX-201 and a hematopoietic stem cell transplantation facilitator based on BXP-501. Given the time lag that they have had in the development of these drugs, is there a risk that these drugs will be eclipsed by newer more aggressively pursued solutions by other companies?
LOL _1.3 Billion pages would be about 444,000 feet high without staples
Cynical - See BV post # 162427 by JJM760 and Don's response #162437
Why are you calling this Don's rant?
In my opinion the hot money temporarily found other targets. The secondary is quite a ways off
VNDA up 20% today on ???
Peter - Does the Clovis compound seem likely to be as effective for brain mets as 113?
For now, the Jun, Jul, Aug call options continue to indicate that we will soon be back in the 20's. Perhaps this is anticipation of EU approval, perhaps something else but, regardless of the origin, this last dip seems to be dissolving in a steady stream of buying.
Unusually high call buying across Jun Jul Aug continues to suggest a return to 20s trading level in the near term.
Yup - it's the reverse as you imply
And, I didn't contradict you. Just tried to clarify it
That's the float. Clovis has only issued 15.89 million.
Short term call volume across Jun, Jul and Aug is higher then might be expected. Based on this activity there seems to be some room for speculating that this recent downturn will be followed by a return to the recent 20's level.
Maybe they would like to see something that serves another purpose.
Doug - The covalent structure of CO1686 is quite different than 113. It would of considerable interest to most of us to get a comparative scientific analysis of the differential virtues of each if that is even possible at this stage of the game.
The whole nature of Clovis as a Company can be seen in the range of drugs they have trials for and in their web site.
The pop in their stock is also a function of the 16 million shares they have outstanding.
pgs - always a great read
biomaven - DMSO was used as a control in one of the studies you mentioned. Would you know why DMSO was chosen?
Okay, we've all seen this crazy stuff before. It is like some kind of de Sade's S&M distortion of the Ariad story. Why rerun again? What is your point.
!,332,000 shares traded in first half hour
Looks like the 15s are not in the cards for you today even though there is uncertainty about Iclusig scripts.
Given the overall tepid market action this morning, the failure of a further drop in Ariad's pps today suggests that the bottom may finally be in.
Ariad might give some detail about the value of this patent to them if they were asked.
For now, i would just note that this patent has been assigned to Ariad.
2da,there seems to some one out there agreeing with thesaud. That some one bot 2440 June 18 calls at between .60 and.70. Looks like a start.
Call me crazy but I just bot another 5800 shares in the low 16s. Life should always be this easy.
Exactly one year ago Ariad was trading at exactly these levels. What's happened since then? Some people out there in institution land just don't get it. On 3/31/13, Ariad was 80% institutionally owned. Since then, the institutions have had some kind of delusional realization about Ariad and sold of sizeable holdings for no good reason. Well they couldn't be more wrong.
Laxman - IMHO you should be buying here whatever your macro view might be barring world destruction. When all the good news is too obvious, Ariad will buck the macro trend whichever way it is going.
Let me get it right. A little Rocky music is in order as Ariad comes off the mat swinging at ASCO
A little ROcky music is in order as Ariad comes off the mat swing at ASCO
Another meaningless number on the road to $40. From my point of view, these premarket numbers are nothing but traders chumming for morons.
When you say that the impact of dasatnib will now be examined, I am guessing that you mean something like a study that looks at the the incidence of PAOD in patient groups previously treated only with Imatnib versus those also treated with nilotnib.
You might try posing the question the Gap board.
Funny how no one is arguing that Ariad is fairly valued at 16 or lower.
i don't think that the problem with the falling pps is a valuation issue. The outlook has never been brighter. The analysts have neither down graded nor lowered that targets.
It more likely that the drop over the last two months is due sales by a few large institutional holders who have decided to rearrange their portfolios. The reason is far from clear but valuation is unlikely to be the cause of their sales. Once the blood is in the water and knowledgeable shorts see the action they pile in to help drop faster. For me this is like sitting on a train out of Grand Central and being told that their will be a two hour delay due to track trouble. Just a little track trouble folks nothing to worry about.
2da, Do you have an idea of the impact that EU approval will have on your numbers beyond the already announced sales to France or have have you already included those calculations in your numbers?
The 80% capture rate (less 10% losses) is also higher than expected.
ON SA yesterday there was a comment regRDING THE DROP IN PCYC about AYer closing and dumping biotechs. AF said that it was Ayer
As of 12/31/12, Ayer owned 567,713. There might, of course, have been some significant changes to that since then
A number of biotechs are sharply lower on rumors reported that a sizable Bio-fund is going out of business and liquidating its postions. Adam Feuerstain reported that it is Ayer Capital Mangement.