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pom, let's hear some facts, real hard facts about Ariad rather than more musings.
Thanks for the quote - it stands on its own merits
And, if my mother had wheels, she would be a wagon.
Callc, the pps may not be doing so well right now but Ariad seems to running on all cylinders. I haven't heard a bit of factual downside news about Ariad in a long time. THe next few months look very promising.
See you at the 19th, this market stuff is looking like it's lost in the deep rufffff.
Afan, I am referring to the market today not over the last month.
This looks more like market weakness than a problem with Ariad. There is the "go away in May' crowd following the heard mentality which is relfected more in the xbi than the ibb both of which are stronger because of Amgen. If you look at stocks like acad and mnta, the moves are sharper. So, I don't think anyone has the numbers and BTH is not some kind of powerful short. There are no boogey men out there, just general market weakness based on general market factors.
Go west.
From my point of view, Biomaven has provided some of the keenest insights and judgements about Ariad over many years. He has helped me shape my investment understanding of Ariad for years to come.
If Biomanven thinks that it is idiotic to pursue litigation about analyst commentary that the company itself wouldn't pursue, I'm okay with that.
If Biomaven thinks that AF is generally on the money, I'm okay with that too. That doesn't mean AF can't be or hasn't been wrong about Ariad.
Call it what you want, but when it comes to Biomaven, he gets my vote.
Could be but I really don't think so. More likely the pps is responding to the flat sales info this morning. The timing seems to fit. If you put that together with hot money moving into ACAD and other bio-techs that are moving, I think a part of the motion in today's pps can be explained. JMHO
OT: "Putin is right" perhaps another oxymoron.
The pps share is down but relative to the rest of the market and biotech moe specifically, Ariad is doing very well. Running counter to a seriously down market is significant sign of strength and by implication expectation of future good news.
A good close over the 20DMA will be a start. We've been under that one for the past month.
Thanks Doug H - Great Stuff as always. It just keeps getting better.
PPS is just a temporary laggard
Amen Reverend Ample - we await the parting.
Not true over the past three years.
no - just hoping that am old wise thoughtful long has somehow chosen to reemerge amid the dust and turmoil of recent days.
meanwhile the news from bw and Jesspro makes my day and week
Perhaps, I muse to my self, do I hear the sound of a long lost voice
Doug - I agree - the stuff is just toxic waste
Thanks for the Amplefication.
Dew - You are right about a great many things but not this one. There is no contradiction - think about it. He has the plan that sold the shares, the pps dropped, he is unable to buy them back now because of timing and he is simply saying that he would if he could.
Just buy the stock and join the club - this one has a long way to travel and this is still a great entry point.
Vidpok - Got the message. I agree. I was just trying a different angle to make it more obvious.
Teton Bill - Hard to believe that you listened to the call and if you did then you did not understand it. Perhaps biotech is not the place for you.
Yes that is the case - take a look 2da
jochen - I agree with all of your points.
That $30 low ball number from GS is hardly a market price that will ultimately fly. Lets see what the ist quarter numbers look like as well as the ASCO and ESMO data has in store for us. Don't let the morons ruin your day.
2da - Perhaps this type of pseudo science is much more about a bare knuckles fight for patient count and doctor loyalty than the pps. The pps may just be a casualty for the time being until the dust settles and a true fact pattern emerges.
As we all know full well anecdotal stories work both ways. This time they are jst seriously skewed to the negative. They can hardly be compared to the actual trial data even though they are being treated as doing so for the moment.
JMHO
BW - Wouldn't it be preferable for the registration to run 113 against Xalkori rather than chemo or a pona like trial?
Today was a buying day for me. Roast pig at bargain prices.
LAX I think there is less there than meets the eye. Ariad has become a much more complicated stock with many more moving variables any of which can be excessively focused on at any given time. All the critical pieces are still in place and looking good. As someone has said before me - time is on our side. Sales will resolve any ambiguity in the long run. 113 and new drug candidates will also.
JMHO
Looks like the roast pig is a little over done.
WOw!
Actually, it should be el Clusig which is Spannish for the German/ Dutch Iclusig.
If Rachel takes care of herself the way she takes care of Ariad's projected revenues, she is probably
not brushing her teeth.
Thanks for the follow up presentations I will track it.
Okay. I'll bite - What are the odds Prana moves PBT434 to human trials?
Thanks for that. Could also be that Ariad is making up for yesterday's countertrend sell off.
No Crammer effect thank God just the market, the IBB and the XBI.
Andy - I suspect you are more on the right track than Civic with the kidding included.
PFE is one of the few companies that might want to buy Ariad and has the money to do it.
bw - good points
Bid asked now higher than at closing and 1300 shares crossed at 21.06. Bid 21.05 asked 21.46