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BTH

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Alias Born 06/11/2010

BTH

Re: JJM760 post# 6050

Wednesday, 03/02/2011 10:52:13 PM

Wednesday, March 02, 2011 10:52:13 PM

Post# of 80490
This one fragment of the sentence is why there is a very big lack of interest in Ariad stock right now:

subject to final collection and analysis of all available data from the trial.



Dew and mcbio would probably agree.


Although, personally, I think Merck has a handle on whether the drug will show a statistically significant OS or a much better PFS point in specific subsets (and, I'm willing to bet its positive on both). Merck's complete lack of "speak" to the drug is why investors aren't willing to jump into the stock right now. Besides, they have until June (ASCO) to wait around for Ariad to get as low as it will go.

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