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poorgradstudent

04/20/11 10:55 AM

#7188 RE: JJM760 #7187

It seems like the bullishness around these parts is overlooking a major binary event staring us in the face as we speak.



Which is why I do not post much on this board.

DonShimoda

04/20/11 11:11 AM

#7189 RE: JJM760 #7187

Imo, most of the recent run-up was due to the reduced uncertainty associated with whether Merck intends to file the NDA. First, Merck stopped the endometrial trial early, second, the SUCCEED trial met its primary end point,and third, Ariad exercised its co-promote option. I'm looking for the cohort data to remove any remaining uncertainty.