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mcbio

02/18/11 8:00 PM

#115131 RE: JJM760 #115129

This nice haircut by the shorts on Aria has your entry written all over it. Your ears have got to be pricked up by now.

She's headed in the right direction from my vantage point on the sidelines. ; )

BTH

02/18/11 8:03 PM

#115132 RE: JJM760 #115129

I'd like to know the reason, Dew, why you have not taken a position in ARIA. You seem to follow the thread, and the story.

Is it valuation? Is it the fact that Ponatinib results are still 12-15 months away (at least)? Do you not like what you see with the Ridaforolimus compound? There's got to be a reason. I'm just wondering what it is...