Replies to post #24834 on $heff's $tation of $tocks & $olid DD

[kookiekook]

ARIAD Presentation at the Barclays Capital Global Healthcare Conference
03/23/10

These are my rough notes from this morning presentation. No attempt has been made them more readable or to otherwise change the original notes. While I believe these are accurrate, there is the possibility that errors in note-taking or misunderstanding of what was said may have occurred.

Speaker - Timothy Clarkson - CSO
Concentrated on Cancer
3 actively being developed

ridaforolimus - completed phase 3 enrollment
partner with Merck
Phase 3 trial - completed enrollment
2/3rd events reach
phase 3 sarcomas later this year
approval possible in 2011
once daily oral treatment 40mg.day
650 patients
SPA granted by FDA
NDA filing in late 2010 or early 2011




AP24534 - most potent BCR_ABL inhibitor
once daily, oral dosing
inhibits solid tumors
phase 1 - blood cancer - 44 patients, no treatment options, other TKI agants failed
DLT at 60mg/day, inhibition of cancer at 8mg/day
100% hematologic response - 45% MAJOR CYTOGENETIC RESPONSE
equal or better to current treatments
CML market 3.5 billion
pivotal trial anticipated in 2nd half of 2010
CML experts enthusiaxtic


Other - AP26113
ALK inhibitor
2nd generation drug

Financial - 40million cash on hand/ burn rate 52 million


A replay of the webcast will be available on Ariad website later today.

ARIA 3.48 (NASD) Company on radar for potential accumulation. Could hear news in the next few days on a key study. Very strong day today!

[kookiekook]

$heff, thank you for pointing out the possible potential for ARIA. I was able to buy $3.00 Apr Calls on Friday and sell them today for a nice 36% profit (after brokerage fees).