Welcome aboard Smitty
While I am in agreement with most of your post, I do not believe that we will have to wait for ASCO 2012 to see a new Ariad compound.
As you were probably not reading our mesage board at the time, several months ago, and at a time when the company's time frame for full enrollment in the Pona trial was still year end 2011, I correctly predicted that we will be fully enrolled by no later than 9/1/11.
I now predict that before 12/31/11, we will see:
1- A new compound
2- An Asian partnership
3- Start of a phase 111 for Rida in Breast Cancer
4- A major article about Ariad in either Forbes, Barrons, The New York Times or The Wall Street Journal.
As usual, JMHO
Barry
Accordingly, and while I generally agree with the PPS you envision between now and next July, your prices may even be a bit on the conservative side.
