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To my knowledge, the only other company that you have gone after recently with the ferocity of the PPHM/FCSC attack is Aria.
Perhaps we should open the floor for that "Ariad great short" discussion once again.
Let's talk, LOL
You know Dew, .666 would be a hell of a batting average!
Jimmy C giving DVAX a little pump in the AH. Closed @ $5
http://video.cnbc.com/gallery/?video=3000115978&__source=yahoo|headline|quote|video|&par=yahoo
DVAX don't understand the big jump AH...but i'm out from my entry at 3.85
JQ I'm well aware of the most popular topics on BV. I'm asking if the delay means anything to anyone
Amrn no nce decision this month.
Any opinions?
I have no problem with what she has done to date, but the range I find laughable.
Paraphrasing: we see a 15 to 70% increase after 113 data is released at the end of September.
That's a he'll of a range
I got that part we need the report
Somebody post Rachel's upgrade and price target please
Did Inamed try to buy MRX or was it the other way around?
Timmy C From that article you posted:
CSO Tim Clackson, president of research and development at the Cambridge company, told Mass High Tech that the company has requested both the European and U.S. applications to get faster-than-usual approval. In the U.S., it has requested priority review based on what it says is a “strong medical need,” and he said the company is confident the request will be approved, meaning the FDA will announce its decision on the drug candidate in the first quarter of 2013. In Europe, he said, the process is slightly different: a decision would normally be given in the third quarter of 2013, but the company requested and received approval for “accelerated assessment,” which Clackson said it “pretty rare to be granted in oncology.”
solid egfr data would be the mother load
I have slipped a few past the goalie myself but true letter of the law is the IRS expects an estimated tax payment at the end of the quarter if it would cause an expected tax shortfall at the end of the year. I would imagine that is magnified if the gain is a whopper as what would be the case with some of the posters here. I have heard of cases where they sought penalties and interest for non payment in the quarter.
Nope IRS wants their money at the end of that quarter. So it would be by end of March 2013. Otherwise there could be penalties.
Who's closet?
I have no issue what so ever with her valuation of Ariad at this time. Her job is to come up with a fair and reasonable value for her BAC/ML clients, not pump Ariad. I don't know what some here expect.
I these the ecb inactivity gives the final nudge needed for the risk off trade. Long way till end of sept.
Sucks big time
For what it's worth, I don't think Amrn will get nice status.
Agreed but that's a battle for another day. I just bought some around 14 in the p.m. I think you see a pop today.
Thanks I sold it all this morning in the p.m. They need cash so I expected offering soon
Good thing I didn't listen to superfly when he told me to sell it all the other day
It wouldn't take much, so let's hear it.
As you can see from the data that once we get to effective doses of 400 milligrams per day or greater, we see partial response rates even in crizotinib failures of greater than 80%, so this is very, very impressive and as a result of this we will be starting pivotal trials at the end of 2012
Anyone here a fan of AVII (or what used to be called AVII). I have a position and am getting my ass handed to me pretty much daily.
Looking to cut my losses. But hoping someone here might be able to convince me I'm wrong.
TIA
Completely agree. Next person who posts a cancer patients blog should be banned for life. Or even better, this guy should be banned for life. Moderators how about it? This BS needs to stop.
Okay let's bring this to a close. I have only one question for you:
If you have been in this stock since 2008 as you claim, how that eff could you complain about it's performance?
I have been in this stock since 2008 as well, and I am thinking of renaming one of my children Aria. And I have two boys LOL
I have no problem with you not being a pumper. In fact, I encourage the bear side of this story.
The problem is that you haven't presented anything other than disappointment in the stock price and and a few posts where you inform the board that Ariad hasn't put out anything earth shattering recently (or at least in your opinion).
This is a park it, watch it and wait company. If the two big hitters turn out to be the real deal, then 17 will be a distant memory (just like 5 is to most of us with very low basis).
Other than looking to ruffle some of the feathers here, I see no point to your continuous stating the obvious posts.
Rome wasn't built in a day. Neither was Celgene. If you moved your horizon to 5 years from the 5 minutes it is now, you might not find the need to soft bash. But go ahead and knock your socks off.
Hey this piece o mind guy has replaced you as the new BTH of the board. All he has to do is starting calling Ariad a pos and then it would be complete!
I'm psyched!
No not really, but would you be surprised if the market took another dump like it did last year?
I actually think that this time the risk is in missing the upside. Sentiment has gotten so negative, any positive surprise could move the overall. That, combined with the catalysts coming from Ariad, could move the stock up substantially from here.
And then again we can get totally crushed. What a great game, huh?
A macro bomb could knock it down 30% by then.
With this low volume, not anyone of any significancep. I would imagine they would have to wait for a big up volume day to lighten up. P
Yes - still waiting for Merck to buy them. :)
Thanks, I should get an assist for lobbing you such a meatball. ;0)
DVAX is simply too strange to venture a guess as to what might be going on. They certainly are not signaling a buyout. Why accept such a haircut (roughly 15%) unless they are cash constrained, which they don't seem to be. Bizarre.
What would you attribute to the pharma rally as of late?
You are making my point for me.
In all fairness, it's a lot easier to hit the ground running with a CML drug that saves the lives of patients that have no other viable option then to peddle an obesity drug with modest (at best) efficacy. No?
And I have no issue at all with anything you have pointed out. If you were to catch me on an off day, I might be looking for the door as well. I would like to see what happens if 113 starts to create a buzz. That, combined with the unknown % of front line for Ponatinib could create a frenzy in a bull market. I am willing to wait a few years more and see what happens.
Buyout is the last reason I hold Ariad. That is certainly a possibility at anytime.
BTW, the bear case for Ariad being overvalued has been argued for the last few years over on BV. I have had a few discussions there with some very intelligent biotech investors that thought Ariad was overvalued at $750 mil MC. This conversation is nothing new, but very important. I am glad there is some decent dialogue on this board tonight.
You are aware that total market for all CML drugs is $6+ billion? I have no idea what Ponatinib's share will ultimately be. No one really does at this point. With the 113 results due in Sept, I believe it's worth it to stick around and see whats going to become of this company.
Lax, nobody could fault you for selling shares along the way. It is the smart thing to do. I am a river boat gambler and my basis is low single digits. With that in mind, I might have a shot at the jackpot. If not, I go on with my life as it is now. Which is not so bad at all.