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Re: lax20m post# 6646

Tuesday, 03/29/2011 2:15:17 PM

Tuesday, March 29, 2011 2:15:17 PM

Post# of 80490
imo, at current levels, ARIA still offers the most upside (on a risk-adjusted basis). fwiw, back of the envelope - here are the targets I've had for over a year:

$6 to $8 pre-Rida filing
$8 to $10 post-filing
$12 upon rida approval.
add $3 for ponatinib at NDA and $8 at approval.

2011 target is right around $12.
2012 target is $18 to $20 with the ALK inhibitor the wildcard.

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