Biotech Values

[ariadndndough]

Dave my aria post on the aria board


my comments on 113 since ASCO.

The EGFR data is way to early to make assumptions and ESMO we might have more data but its still going to be early. so net net EGFR is a negative. but how can it be negative when no one was giving any value to it. which shows just how much upside egfr may have going forward.

with that said there is more evidence then ever that 113 in ALK patients who are criz resistant or naïve is clearly best in class.

if you look at what peter and don says almost 95 percent response rate. with not even close the side effects the others have.

so what we know now for sure that we had good idea last week is this.

aria has a 2nd drug that most likely will be approved in 2015 with 1.3 billion market in front of it. combine that with best in class cml drug along with GIST and all the other indications.


ARIA will rise again the question is just how much. call me a pumper or what ever you like. but this is one stock that will be in my holdings 3-5 years from now. I missed celg, amgn, gild, I wont miss this one.

dough