Replies to post #69565 on Biotech Values

[mcbio]

RE: ARIA

I saw this news and it troubles me as I'm watching, but don't yet own, ARIA. I'd like to know more about the "grossly inappropriate" behavior.

ARIA is under $100 million market cap and has Deforolimus (oral mTOR inhibitor, which is a proven target) in Phase III trials in partnership with Merck. So, there's a lot of upside in this one but a ton of risk as well since Deforolimus is their only late stage drug. Also, the Phase II trial for Deforolimus had no control arm and that always concerns me.