Biotech Values

[biomaven0]

>>ARIA

Someone want to talk me out of selling?

Well I wouldn't be too surprised if there is an offering here. So in the very short term maybe it has gotten ahead of itself.

But long term I think it is still a very good buy. If everything goes right they could end up as a major oncology company, and the EGFR news is very intriguing - it significantly increased the potential upside, although this still has to be classed as a speculative opportunity. We should know more by the end of the year.

ARIA was already my biggest position when the stock was under $2 and I still have pretty much all the shares I did then, so it's not inconceivable that I will lighten up a little (but not much) at some point.

Peter