Replies to post #267 on Ariad Pharmaceuticals Inc fka ARIA

[ariadndndough]

bellweather nice post i think you have pretty good fill on how alk drug will go. don can probably give more insight then me on the timeline biomaven today on biotech values board mentioned to me that it should move pretty fast. it was put on hold as we had no money. now we have little money and should move it along. first and foremost we have to get 534 started that is aria focus and should be once that is started we can move alk along also.

but i agree with its only a matter of time until this stock really gets going. been investing in bio's along time and you will not find another bio with 2 late stage drugs and another early compound that shows this much promise at this low of market cap.

great to see this board alive

dough

[IIIverson]

I have been watching ARIA for about 6/7 years now... in 2010 i started my first position in here. I believe the time for a big run is quickly approaching. On a 20 year chart you can see the turn up has begun. ARIAD is near fda decisions and the real value is starting to show.

The most important part to me over the last 7 years is that 10 months ago (Aug 09) the CEO of Ariad bought 1.7 million shares with his OWN MONEY!! not gifted and not stock options. He now has a total of 3.4 million shares.

This tells all of us that CEO Berger BELIEVES THE TIME for a big move is coming. He knows way more than we know and if he isnt selling, niether should any of us. Especially the people who have been holding for so long (investment purposes).

It's almost comical to see people get shaken out of thier shares at the low $3s when ARIA was in the $4s a month ago... in the mean time, NOTHING BUT GOOD NEWS HAS COME OUT OF ARIA!!!

HOLD STRONG KIDS!!!!!

IIIVERSON!!!!

[DonShimoda]

Amid all this share price turmoil, I'm wondering if anyone has a strong opinion on the approval timeline for 113.

Regarding Ariad's ALK inhibitor AP113, the timing is in many ways dependent on what Pfizer does with crizotinib. I do think it's interesting that the one AP113 slide Harvey showed in yesterday's presentation showed how effective AP113 was against ALK mutations versus crizotinib.

Reading the tea leaves, perhaps Ariad's easiest path to approval is to take an approach similar to the one they're using with AP534 and BCR-ABL by focusing initial on patients who become resistant to the first-line therapy (assuming crizotinib get approved in NSCLC). I'm not sure how big the market is but Pfizer estimates that ALK gene alterations are considered a key driver in around 45000 newly diagnosed NSCLC patients.

Don