Biotech Values

[mcbio]

After reading your response, I have to chuckle at Kirk's view of Palifosfamide as a "rounding error".

I have to take Kirk's comments with a healhty degree of skepticism but I would love to be proven wrong. I'm long ZIOP for what they had in their pipeline prior to Intrexon so I view anything of value coming from Intrexon as a bonus.

Aria:
I know you were a skeptic due to Mrk's lack of pounding the table on Rida after the Succeed results. Are you looking to the follow through data (good or bad) as a potential entry?

I won't be adding any more biotechs any time soon unless one of my current holdings moves significantly for me. I have no available cash to invest. But, I'm at the point now where I want to get additional clarification on the Rida results before I would do anything with ARIA. If there's some kind of negative development with Rida and the stock sells off to any material degree, I'd be interested given ponatinib.