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Run it up through the close on a Friday.. What do you know..
Now, that part I like...sometimes..
Here is a great list from Sally on great cancer bloggers
Except, she included Adam for reasons unknown..
http://pharmastrategyblog.com/2011/05/recognizing-some-excellent-cancer-bloggers-and-curators.html/?utm_source=feedburner&utm_medium=email&utm_campaign=Feed%3A+PharmaStrategyBlog+%28Pharma+Strategy+Blog%29
Jan, I'm not sure how they could do that as they would also have to remove the manic depressive posts when the stock is down $.39, and they call it a pig..
Finally they broke the back of the gold-silver-oil trade. The Euro is plunging. Speculation at it finest. Hopefully, that flow of funds will be entering the biotech arena..
The risk is in the FDA approval, not the filing of the NDA, IMHO.. I have seen drugs meet their endpoints, but not be approved (however, it was an antibiotic)..
Not many firms are covering this stock.. it's been the same four or five that call in and ask questions.. Just wait.. I expect that the coverage is going to explode now...
Data will be provided THIS YEAR on new cancer indications for ALL THREE COMPOUNDS!
Cory goes to $14 after tomorrow....
OK.. Looks like this investment is going to work! 2013 will be sweet..
Only used $17 million of cash in Q1, $98 million still in the bank..
BTH, it is call a P-R-I-C-E target upgrade, kapech?
I don't think there will be anything like that in the official press release, however, I do think that the conference call tomorrow will give us some VERY positive guidance that will be unexpected. Allowing another round of upgrades, etc. Cory is due to speak up again!
Without question, you really DO want to hold through the first quarter CC. There are too many great data points just ahead....
This has set up, where I will now short CRIS on ANY bounce..
I sure hope that after Merck presents the Endo-Rida Phase I results at ASCO (where they stopped the trial due to excellent results), that they announce a pivotal phase II trial. That would make it a two-fer at Asco for Rida.
There are still 9 to 10 million shares short on Ariad as of April 15th or so.. I don't get it.. They are approaching a 100% loss on their investment..
Dumb and Dumber?
This appears to be the hold back for Ariad, even though Harvey has explained this ad nauseum:
In a press release in January 2011, Merck/Ariad announced that this trial met the primary endpoint of improving PFS compared with placebo. The release stated that independent review resulted in a statistically significant 3.1 week prolongation of PFS (17.1 weeks vs 14.6 weeks, HR 0.72, P=0.0001). While these details are known, a question that continues to be asked is whether physicians will view this benefit as clinically meaningful. Many physicians are beginning to question the relevance of minor benefits in PFS, and the concept of maintenance is at the forefront of these discussions. We look forward to discussions among the oncology community regarding the SUCCEED data in order to gauge enthusiasm and likelihood of adoption upon launch.
If it is seasonal, how far will Ariad drop after ASCO?
OK, you obsessive TA market mavens,..what's next?
One of the best electric utilities is the USA.
With '113 being 10X more effective then Crizotinib in animal studies, we don't need no freaken Rida or Pona:
Not a friendly close today after yesterday..
BTH, you should think before you post.. You know that is not how it works.. Think about it..
You would think Cory and his fellow brethren would want to consider raising their price targets for Ariad before ASCO, right? We are close to number nine..
It would be worth your time to watch the 5 minute video from Dr. Ed Kim (related to '113 and Pona):
http://storify.com/maverickny/what-have-we-learned-from-the-battle-trial-in-lung
Amen to that.. Thank you for being an end user! As Harvey said, this is a non-core asset..
Harv is seeding the business.. This is not about revenue... for now..
I still say that eventually, a picture of the Harv will end up as the front cover of one of the business magazines.. just a matter of time..
In itself, it is not big news, but if 2,000 researcher use the Argent platform, it just builds another pier under the mother ship..
BioTechHedge, nice work.. You just earned yourself a sticky note..
Lighten up BTH, it was a little humor for a terrific Monday..