Ariad Pharmaceuticals Inc fka ARIA

[jaybe]

No question. I'm counting on $36 YE '13.

Here's how.

$24 by Feb 8th - 1st Qtr. Earnings Call
Iclusig Update - launch, attrition of compassionate use/expanded access, sales force
'113 Update MTD, DLT, and recommended dose for PH2 cohorts
Announce timing for 5th molecule IND


$28 by May 8th - 2nd Qtr Earnings Call
Report Q1 Iclusig sales of $3-5M
ASCO abstracts for '113 (3 mos. PH2 results as late-breaking)
Early Iclusig data for GIST and SCC
Half of EPIC trial pts. enrolled (starts clock on 12 mos. readout)


$32 by Aug 8th - 3rd Qtr Earnings Call
Report Q2 Iclusig sales of $10-12M
Half of EPIC trial pts. enrolled (starts clock on 12 mos. readout)
EMA approval of Iclusig (sales not expected until '14)
Initiate PH1 trial of 5th molecule


$36 by YE'13
ESMO - 6 mos. '113 PH2 data for all cohorts
EPIC trial at ASH(3 mos. comparison of safety/tolerability vs. Imatinib)


P.S. Bob's your uncle...