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Is there anyone who doesn't know that br is paid?
I agree Vid, the news is good. The big question is what the brignatinib partnership will look like and the possibility of additional partnerships now that this has become the core of the growth strategy. The partnerships don't eliminate the the buy out but does delay this development. If the partnership is a more extensive commitment like HB has talked about in the past where the partner buys a significant equity interest then that will define the entire future. Now is certainly not the time to be short.
BR - Your posts frequently contain statements that seem to be intentionally misleading if not actually intentionally incorrect. Incorrect statements that make up a long and continue pattern could probably be viewed as fraudulent posting. You almost never retract them even when the errors are pointed put to you. The exception was your response to Dew D. Do your posts seem to contain fraudulent statements about Ariad? Maybe we should take a poll of the people on this board.
BR - WRONG, READ YOUR OWN POST. You wrote what he "will" do not "might" do.
"He will sell his shares and leave after molecule new, around June 1915."
How do you imagine that you can write as fact what he will do and then come back at me saying the you wrote what he "might"do.
BR- Do you understand that you have no clue about what Denner will do with his shares even though you are telling us what he will do in 2 years.
br - your fictional accounts of Denner's thinking are laughable. How do you get the gall to write such wild conjecture as if it had a bit of truth.
br - pretense will not allow you to escape
If twenty-one vice presidents are shameful what would a hundred and twenty-one inaccurate distortions be?
br, I guess this is your latest piece of Ariad fiction. When you made a leading misleading statement addressed to Jaybe in your last SI post, Jaybe politely corrected your exaggerations. Seems like you just don't want to accept any constructive views about Ariad. Yours is not 2da's Ariad reality although he might conflate your views and his. Your posts certainly intentional.
So I think that we just expect more distortions from you for the New Year.
br - So all you are left with is this baseless ad hominum attack when you have nothing else to say that hasn't been answered by Jaybe, Jesspro, Vid, Lax and others.
Lax, I agree with your post. He seems to have no qualms about making deliberate misstatements and distortions about Ariad
Amp -They have used this language for some time now. I may have assumed incorrectly all along that this implied that they had more than one molecule to chose from. Others have noted that they have said that they don't have other molecules which I thought a suspect observation. So, we will see - or not.
2da - Well thought out points that I can't disagree with.
I always thought that GIST should have been shelved for a while or partnered immediately when Iclusig broke down.
Your suggestion that BP can't get their mojo up for another bite of Ariad is probably the only thing I really disagree with. I think Bps would dance with the devil if it changed the sound of their cash registers. If nM is really interesting, it will bring out the deal makers who will hold their noses for as long as it takes.
Merry Christmas to you and the best of New Years. I appreciate the new 2da realite.
2da - So many complaints, so little time. Perhaps you might prioritize them and eliminate the possibility of management changes that will only occur on a buyout. What is feasible right now. The nM will arrive probably late in January. How much cash will be available will depend a great deal on the nM. Despite rida, I think that Merck might be interested in taking another bite.
The IBB is down severly for a one day move due to a number of drops in the larger caps. There is no way Ariad can not be swept away given the volume in the indexes today. The value of this partnership will be more apparent in the pps when the IBB dust settles. Then again when has Ariad not been shorted on good news - remember Merck?
Dew - You're the man. Make it happen.
Thanks for all your thoughtful and thought provoking posts. Best wishes for the holidays and a happy New Year to you and all your fans.
2da - Your points are well taken as usual and you may very well be right. The messaging from different sources at Ariad has certainly not been consistent and does change over time. Certainly, they are accountable for the contradictions and/or omissions and/or errors. I don't have a good understanding of why this is happening; and it does threaten if not destroy some of their credibility. Calling HB a lying psychopath is not an explanation and just clouds the discussion. He is many things and far too complicated to just pin a label. Managing a serious corporate crisis is extraordinarily difficult and obviously beyond his management ability.
As long as Ariad was largely successful, spokes people could play fast and loose with some details and expectations. Now that things have gone somewhat wrong, every word gets and deserves scrutiny. I do remain more optimistic than you about the eventual financial outcome which I think will come next year.
When all is said and done, both 113 and ponatinib are remarkable drugs. They speak for themselves and give Ariad credibility.
lax - I wish I could give you a schedule. The clinical data sure points the way that this has to go in the long run. It would be interesting to here the discussions about it which I am certain exist. This might easily be a partnering possibility.
The other interesting thing is the problem they have is selection a candidate for nM. This is a forced choice for financial reasons which obscures the fact that there is more than one significant molecule to consider. This in turn brings up the old question of how many molecules do they have and at what stage of development are they and how valuable might they turn out to be.
I remain convinced that the true value of Ariad can only be brought out with a buy out on friendly terms where dew diligence makes the lab accessible to the acquiring party. Just hope its sooner rather than later.
Best wishes to all of you for the holidays and may the New Year bring a bountiful Ariad.
br- we can always count on you to put the most negative slant on any available information.
The future of ponatinib is yet to be told. More sophisticated dosing schedules and combinations will undoubtedly develop so that patients can benefit from the power it has.
br - Wrong again
I assume you guys are just kidding around, if not well....God bless you ...
You are right. Thank you for that one.
The float is the amount of actual issued shares. The actual shares outstanding can be greater and can include unissued shares. Those unissued shares do not go into the computation of the market cap. All the shares in the float go into the computation of the market cap.
Unissued shares are not used to compute the market cap.
Looks like Ariad didn't do too badly given that they had and continue to have more immediate cash needs. Their shares would likely have been tied up for some time after the public offering with some uncertainty about an eventual valuations and an exit plan. Seems like Ariad chose the conservative route rather than rolling the dice and waiting.
br - READ my post before you catch an attitude. I'm not the one making exaggerated remarks.
br - You are wrong again. Ponatinib will the go to drug for all the 2nd line failures for years to come.
Yeah - I set my filter on probably bs for unknown sources unless corroborated by a reliable source.
br - If TGTX is so exciting, why is trading down the way Ariad is today. By the way, I like TGTX but the market has its own dynamic which doesn't correspond to your opinions in this case (if ever).
Just FYI, does anyone remember a time when Ariad did not sell off on good or better news?
You're addressing the wrong person when it comes to moving on. I just call bs when I see it.
How about you address the posters who can't accept the past.
Many of us were around when the news broke. We gathered up as many facts as we could. Most of brightest minds who were long never disputed the fact that HB said one thing and the facts turned out to be different. That is the crux of the problem. All you have to do is go back and read the transcripts.
Now, I think the stock is undervalued and that good news is ahead. That doesn't mean I have to be irrationally exuberant.
Contact the FInancial Times. I don't think they were making it up.
The lawsuit, which will eventually be settled, kinda makes that really unlikely. The settlement will speak for itself.
Badgering br when the confirmation was posted by glass is just bad form.
Trying to revise history is not helpful.
You mean to say that you can't look at my post that you are responding to and read the post number of your that I am responding to
It is referenced in my post if you care to look.
How does your personal attack get to stand on this board?
Some us actually think the stock is undervalued.
Don't know why br is being pummeled on this one. All he did was quote glass - half's quote from the FT times. If there is a complaint maybe they should write the Financial Times.
That was helpful LUMA.