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Stick a wet finger in the air and you will get the drift...
These are classic, classic healthy pull backs..
Thought you would get a kick out of that... Pun intended!
As George W. Bush said of Putin, "I looked into his eyes and knew that was a man I could do business with."
I looked into the eyes of Harvey Berger in his recent video, and know that Ariad is going to be a standalone oncology company..
(George was joke, Harvey is the real deal)
BTR
The value of Ridaforolimus just got re-priced upward..
The only problem with your theory is that volume REALLY ramped up for the last half of the trading day while it was moving sharply down:
http://ih.advfn.com/p.php?pid=webchart&symbol=ARIA&period=0&size=19&volume=1
Hopefully, this is a one-off event....
Wow, they screwed the pooch today..
Absolutely nothing... I'll say it again...
It closes flat today, which is bullish..
moose, only phase 3 Ridaforolimus results are an unknown and could "leak out". Phase 2 Pona results were just published, so are known by everyone. Are you saying that there is a unknown known, or some unknown unknown?
SyndicateTwo, what option volume screening program are you using? Thanks..
Onyx said, due to strong phase II data for carfilzomib, it expects that it's drug will in the market one year earlier than expected.
Onyx /quotes/comstock/15*!onxx/quotes/nls/onxx (ONXX 33.57, +4.23, +14.42%) has been testing carfilzomib for the treatment of multiple myeloma, a type of blood cancer. Onyx said that based on the strong Phase II data, it hopes to be able to file for possible accelerated approval with U.S. regulators as early as mid-2011.
Accelerated approval would mean the product could be out on the market at least one year earlier than normally expected.
It can happen...
I think the close today will be interesting..
We're a long way from being a standalone oncology company, but, the pieces are coming together to make that a reality. Just imagine for a moment in 2011, we have successful Rida results and the filing of the NDA, we have additional successful data on Pona (late 2011), and the first details are revealed on the structure of the first clinical trial of '113. Wow...
A couple of strong upgrades/reiterations should be all we need to move higher.. I feel confident on the Ridaforolimus results.. and now, maybe some more dialog on the framework of using Ponta in solid tumors by Dr. Burger..
We are in the top four of ASH:
Lordy, this should move the stock...
This year, there was no new data or ideas expounded in the sessions I chose, they were basically a run through of the old data with a couple of slides at the end listing a few compounds that are in development. The pipeline in for hematologic malignancies is gradually gaining more attention from Pharma, which is great news, although they are probably a lot less crowded than the main solid tumours.
The Leukemia press briefing was informative and a number of abstracts were selected for discussion. All of the presenters did an excellent job of summarising their data, which is embargoed until after the Plenary or Oral sessions on Sunday and Monday.
The leukemia highlights comprised:
Dr Fielding: imatinib in Ph+ pediatric ALL
Dr Rosti: nilotinib in Ph+ early phase adult CML
Dr Cortes: ponatinib in advanced phase CML
Anna Jankowska and Prof Maciejewski: TET2 mutations in myeloid malignancies
I will write more about the data after the embargoes have been lifted.
http://pharmastrategyblog.com/2010/12/highlights-of-ash2010-day-1.html/?utm_source=feedburner&utm_medium=email&utm_campaign=Feed%3A+PharmaStrategyBlog+%28Pharma+Strategy+Blog%29
Pona will most certainly be moved to the front line treatment in certain conditions.. Doc's are not gonna wait..
Even though the CC was at 7:00 AM today on a Sunday, there is no question in my thinking, that this 35 minute presentation should have a significant impact, positively, on the share price..
Dr. Harvey is affectionally known as the "spin" Doctor.... Indeed!
I expect Sally is correct, which means that '534 is not going to be a blockbuster for this first indication. ARIAD is fully valued at this point at $.5 billion. The results of the Rida trial is the only thing that can move this up further.. in the short-medium term..
This was a PPB today.. (Perfect Pull Back)
Thanks DewDiligence for keep the facts, and the board straight and accurate..
CALL activity with a stock in a near pivitol event is ALWAYS bullish. In other words, someone thinks, or knows, the results will be positive. That is simply a bet. I need more confirming data before deciding..
If Merck can believe in the pre-clinical '113 ALK data, they will not let Ariad get away..
I believe this guy has it right with respect to the Ariad JAN and FEB 2011 HUGE CALL options activity (tick-tock-tick-tock):
http://biomedreports.com/2010120160753/options-interest-on-2011-phase-3-data-catalyst.html
Sounds a little frothy here.... I would be forever greatful at $9 per share as a starting point of interest...
Ah, so those sales are like Ariad's sales, milestone / partnership funds booked as revenue? I just looked at what yahoo showed as the $90 million and $110 million revenue for those two companies.. So, you are saying they have no approved products? Thanks..
Examples of what happens to the share price with a little revenue in biotech land. That's why approval of Rida could really be decisive for the SP.
INCY, which is in the oncology field, has $90 million in sales, and a $2 billion market cap.
VRTX, which is more mature and not in ocology, has $111 in sales and a $7 billion market cap.
Beginning of the run up before the Rida results?? They all do this it seems..
Agreed. Only thing missing is BIG volume.. What will be the trigger? This will not wait until Q1 2011 Rida results..something will have to give before then..
Ariad is looking very good, America!
Good interview with THE key scientist at Ariad:
http://execvid.com/ariad-pharmaceuticals-inc-dr-tim-clackson
How about, SarcomaArrestTor?
Thanks Don, for bringing us back on track from the path of fear mongering..
Thanks BTH, I knew you would come around and see it my way..
I'm extremely confident Rida's name WILL NOT be JENZYL.
It most certainly will have the "tor" in the name. Watch.
I don't see it either.. I believe the author sees a pattern, but doesn't understand the other components to validate the pattern..
Barry well said.. With 650 patients, there is absolutely no way that some of the patient responses are not known..