Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
On Ariad's investor's day, Dr. Frank Haluska was pounding the table on the fact that Ariad wants to enter a first line trial for Pona by the middle of 2012. Now we know why..
I guess what surprises me is that a presentation on, "Updated Ponatinib P1 results" would constitute a material event, imho, and I would have expected that Ariad would have to issue a SEC filing on this immediately after the presentation.. As it stands now, only a few select individuals are privy to this information..
Morgan Stanley's Exposure To French Banks Is 60% Greater Than Its Market Cap... And More Than Half Its Book Value
Some light reading...
http://www.zerohedge.com/news/morgan-stanleys-exposure-french-banks-60-greater-its-market-cap-and-more-half-its-book-value
I expect a flash crash again before this is over, over the next few weeks. Look at the major, major Banks in Germany and France today. Down 8%,.. gold down $80. S&P certainly below 1,000 to start.. Oil is on it's way to the 60's
A good interview with Dr. Berger..
http://www.xconomy.com/boston/2011/09/22/ariad-brings-third-cancer-drug-into-human-trials/
ARIA2010, where did I say MS and B of A were going under? It is interesting how posters interpret information here differently than what is actually stated..
The message that I was trying to deliver is that in 2007-2008, the banks when into a severe drop before the general market.. That is what is being set up now.. Just look at MS, JPM, BAC. And, these banks are much, much better capitalized than the banks in the EU. MS and BofA are not going under.. May God helps us all..
I pay NO attention to those doom and gloomers..
The FED acknowledged yesterday that they really can't fix this, it's up the the legislative leaders to make a diffference. There are deep and disturbing issues to deal with.. Japan II.
Rummy, they were sold as an open position, which was bullish.. To collect 30 cents..
OK... I can wait 6 months.. Thanks..
Now that '113 is in the clinic, I would expect that all the investment firms are going to have to recognize '113, and re-do their DCF's on Ariad, and raise guidance in future years?
The opportunity with '113 is clearly larger than the other two compounds combined.. Realistically, is this an end 0f 2013, or sometime in 2014 event?
This is like a three stage heavy lift Delta Rocket in the PERFECT timing of events by Harvey and Ms. Cantor... Starting the trial of '113 is stage one, FINAL Phase 1 result/ update on Pona in Portugal in a few days, is phase two, partnership in Asia for Pona..phase three?
Negative.. it's Mukesh Ambani
"You must be managing BIGTIME money with insight like that. Have you discussed with Dr. Berger managing his personal wealth?"
You are finally grasping the big picture and understanding. You are learning well, grasshopper..
iandy, in due time, my friend... I'm going out on a limb here, but, the futures market tomorrow morning, will tell you all you want to know....
Aren't you just a bit dramatic?
The pin action in the market today was disturbing..to say the least..
If you listen to him last night, he made a b-i-g futures trade, (I always find that people that talk about their trading prowness are usually small time), was a hero in that trade, and said Ariad would be down in the morning and up in the PM. Well, all I can say is don't quit your day job.. lol..
Markets rolling over.. last call. The news coming from the Greek government is pathetic.. They are going down..
And, two pieces of news in the next 10 days!..
b t h, whay are you following the futures point by point? One nervous Nelly.. Why the fear, lol?
Italy downgraded by S&P after the bell, S&P futures drop.
No way out of this disaster..
At the Portugal Conference, check out who one of the Chairs is: J. Cortes..
September 22 - September 25, 2011 - Estoril, Portugal
Chairs : J Cortes, J.M. Goldman, T.P. Hughes
Man, they sure like to screw around with this stock (for pennies) over the trading day..
Well, tell Forbes that Ziopharm's advanced sarcoma drug is not in early stage development (although, it may be a different compound than what is discussed here)
http://www.forbes.com/sites/genemarcial/2011/07/06/ziopharm-oncology-why-this-tiny-biotech-has-attracted-fidelity-and-other-big-investors/
ZIOPHARM is in early clinical trials for advanced sarcoma- not a competitor.. yet..
There is, first of all, its pipeline of new drugs it is developing: Palifosfamide, now in early clinical trials for the treatment of advanced Sarcoma
If the final Phase one results with Pona are as strong as I expect from Portugal, then Ariad could easly get away with a secondary without much harm..
After hiring Marty, I find it hard to believe that they will partner in the EU. He has the connections, that is his value.
I expect we will have the following: final phase 1 result of Pona in Portugal, Announcement in the start of the '113 trial, THEN a secondary offering. The final phase 1 results could be stunning, and the game changer..
lax20m, that makes you, BTH, and me, some of the best traders in the world as Ariad wasn't below $2 for very long as this chart shows.. Coincidence on this board? I think not!
http://finance.yahoo.com/q/bc?s=ARIA&t=5y&l=on&z=l&q=l&c=
OK. Mine was $1.76 average.. Long and strong.. but, not for long..
lax20m, I mean BTH, a BASIS of $2? Give me a break!!!
Before the end of Sept 2011: 1) Follow up on the Pona phase 1 results at the meeting in Portugal. 2) Start of the clinical trial for '113. Harvey said so..
Why not?
Ariad started at Outperform by BMO, target started at $18. Some type of an analyist CC today at 11:00 AM.
Ariad started at Outperform by BMO.
Yes, there seems to be some hopeful, pray it happens thinking here on this new hire..
AK-PROARIAD, err... I mean its56, what don't you understand? This person will develop and deliver the commercial platform to deliver the introduction, marketing and sales for Ariad's oncology franchise..