Not knowing a single thing about how trials are designed....if I needed to know that and at the risk of sounding like a complete rookie...I am a gamblin' man. My answer is 52.94%

Thanks Vid. Your statement seems to be the general consensus.

Great weekend to you

I dont know whether there is trial data or not but there is no rule or law that says trials must be posted on clinicaltrials.gov....although it is strongly encouraged.

thanks for putting it in perspective glass.

current standard assays may suggest that ALK is present from the start.

if this is true then potential revenue just expanded a multiple or two no?

That squared me away. Thanks

From a press release in June:

Further Phase 1 evaluation of the 240 mg dose is continuing in NSCLC patients with documented EGFRm and the secondary mutation, T790M, following disease progression on prior EGFR TKI therapy.

Seems like they could have given themselves a better chance in treatment naive patients....but I aint no Doc.

Here is something I dont know....is the T790 mutation a result of the prior treatment or is it present in an individual genetically?....and if it is genetic then is the mutated T790 the same as the genetic T790 with respect to treatment?

G$

However, community physicians are slower to adopt...

This statement has been used in many different conversations....there isnt a more lame excuse in existence . This would simply be lazy and i have a hard time believing that any MD wouldnt take the time to do the minimal amount of homework to put the best foot forward and give max benefit to the patient. Really.


Wouldnt have commented but I have seen it so many times....and it is used as a legitimate excuse which baffles me

I suppose they could but any company better come with best offer in hand right off the bat.......offer or not, I like the whisper of it all.

have a good weekend

I think if we see CELG raising capital in the very near future then we could have some credibility

Sold all of my Oct $22 calls for a triple inside of 3 weeks.

My jan 14 $23's are smoking...also a triple but lots of time to hang on to these golden eggs.

Odd that they would go that far out on a limb stating 113 has little chance? Gotta be another hatchet job.....since no one on the earth knows that or even has an inkling that it wont work. Pretty typical of incompetent sell-side analysts I guess

......faces no near-term (or likely long-term) competition.


given this criteria, I would suggest you purchase ARIA shares and watch em work for the next couple decades.

Purely(partially)in jest.

Isnt this something that someone asked about in the past as it relates to prescribing information?

Package sizes:
15 mg: 60 tablets and 180 tablets
45 mg: 30 tablets and 90 tablets

Well although that is an interesting read...(I skimmed it)the bottom line is that if a switch existed to make a country like syria non-existent, there would be virtually no monetary loss globally therefore there is no "real" impact on the U.S. Market only perceived impact. Just another lame excuse to trade....and to add insult to injury trying to include a oncology biotech like ARIA in the scenario just lacks common sense.....to me anyway.

The mythical connection between headlines....like bombing a third world country......and the stock market is why it is so difficult to maintain an investing edge. Lets call it the Unicorn syndrome.

EPIC is the only true catalyst coming. Game changer. I continue to buy all through these levels. I dont care really where the next support is. Sell some $2 shares and replace them later (now)....lowering future taxable income a bit. Once we begin a move it will be sustainable to $50 I believe.

Talkling about manipulation...largest holder FMR sold 7%..not overdone. Small net positive in institutional meaning to me that small holders are tired of waiting and bailing just enough to feed the 100 plus accumulators that reported 6/30/13.

To me this is like getting shares at $2 once again.

I would say that down the road we could see a story of physician kick-backs for the Bosulif use...and probably more drugs. Sad but entirely plausible.

More form 4's (read turds) in the punch bowl.

Well $17.95 is a great buy but not as great as it will be at $16....once again.

Thanks Dew. Seems like there are so many companies in the HCV space that somebody would want to purchase an extra couple billion in revenue for a song which is what ENTA looks like at this moment.

Dew,
Do you think it is possible for a company as publicly young as ENTA to be bought out? Not that I would want that given my growing holdings in the company but wondering if there is any precedent that you are aware of.

Thanks

Gleevec 1999
Sprycel 2004
Iclusig...?

Imagine if he had access to Pona in 1999. The old boy would be having dinner tonight with the family.

God Speed JM

On a brighter note, Oak Ridge has a new holding (6/30/13) of 2.6m ARIA shares. Source NASDAQ

Anyone know what the deadline is for institutional quarterly reporting?...or is there one?

"engineered dip"....be careful 2da that means manipulation and you know you will catch a raft of crap for saying that even exists in the stock market....lol

I am just happy that we had a solid earnings report (with a couple surprise negative nuggets) or we would be fishing for $14 shares right now.

excerpt:

with a final go/no-go decision in EGFRT790M patients to follow clinical updates at ESMO (September) and the World Lung Meeting (October)

Absolute key to the kingdom I believe.

It will be interesting to see how the analysts react to this call.

It was also interesting to hear...that the company seems to look at the IMS data as accurate. Seems to me that Harv mentioned that that particular data wasnt complete or reliable (my words) when he mentioned it last qtr cc

The real point is that ARIA has so many irons in the fire right now that it just doesnt make sense to try to put too fine a point on burn rate.....betcha it changes next qtr...in the other direction...but again it would irrelevant

That to me is the nugget that leaked and that caused some of the weakness we have seen....I want to know when the company knew that.

Sure it is....if it was something like 75m....but 12m doesnt make a difference in whether they raise more money next year....at all.

Highlighting a savings of 12m in burn rate seems like an attempt to put some kind of positive spin on the entire PR. It is a little sad actually...

Obviously speculation but if it looks like a duck and sounds like a duck....well, its probably a duck.

The real unfortunate thing is that there has been a leak of negative news....I say just pre-announce earnings and whatever else is killing this stock just to get the flush over with.

Get the dry powder ready for $17ish.....I personally am going to back the truck up

This consistent downward pressure is telling.....possibly the quarterly numbers just arent as good as we think...or uptake of Iclusig is disappointing....who knows.....either way, moves like today's (and most of the year) are suspicious and NOT just market volatility. I guess we know soon enough

So, when does OMED start to look attractive....down $5 the last two days....23m mkt cap?????

I have a dollar that says he is replaced inside of 24 months.....
and
I dont sell stock in a company whose potential is well beyond ANY biotech in existence today.

Incorrect....the science got us where we are today....HB is a side show. Take the science...add a CEO who the street trusts and PCYC looks small. No rocket science here just plain old common sense.

obviously not good.....no doubt there is something that we dont know...could be immaterial in the long run but it is enough to cause negative action....I would bet that when we find out what it is, it had been there all along. Once again....replace HB and we are $30 tomorrow.

Sarah J. Schlesinger......

Dr. Schlesinger's research is focused on the clinical manipulation of the immune system’s dendritic cells to elicit immunity to diseases ranging from HIV to cancer. Although much research on dendritic cells has been primarily conducted in mice, the causes of human disease can differ considerably from mouse models. Dr. Schlesinger is directing phase I clinical studies that employ the methods of immunology and dendritic cell biology, in which patients set the standards needed to understand diseases and their treatments. Dr. Schlesinger has been involved in the clinical trials of four HIV vaccines, including ADVAX and ADMVA. She is now conducting the first HIV vaccine trial based on dendritic cells, which were discovered at Rockefeller in 1973 by Dr. Ralph Steinman and his mentor, Dr. Zanvil Cohn.

any obvious clues as to why she now sits on the ARIA board?