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micanwait

07/10/14 4:14 PM

#50924 RE: STOCKSEEK #50921

Thanks Stockseek. That report pretty much summarizes why we are all still here, including Denner.
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Jesspro

07/10/14 4:54 PM

#50926 RE: STOCKSEEK #50921

SS, Great find!!!!!!!!!!!!!!
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floWteiuQ

07/10/14 4:56 PM

#50927 RE: STOCKSEEK #50921

Thanks to SS from floWteiuQ in Cocoa Beach for vacation.
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glass_half_full

07/10/14 5:19 PM

#50930 RE: STOCKSEEK #50921

Thanks -- a cogent statement of the bullish case.

I would note that Iclusig's original US label was not for third line, but for second ("(CML) that is resistant or intolerant to prior tyrosine kinase inhibitor").

http://phx.corporate-ir.net/phoenix.zhtml?c=118422&p=irol-newsArticle&ID=1767523

Saying the new label is for "a more restrictive patient population" is keeping with the bullish outlook:

"a specific type of abnormal gene (T315I-positive) [CML];
[or]
cannot receive any other tyrosine kinase inhibitor (TKI) medicines"

http://iclusig.com/

Unfortunately, ending up by calling Ariad "one of the more interesting acquisition targets" marks this write-up as someone who knows all of Ariad's drugs (better than some other commentators) but not its management.
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stock_risk

07/10/14 7:29 PM

#50932 RE: STOCKSEEK #50921

Depend on that .. What do you think brother?