Replies to post #7478 on Ariad Pharmaceuticals Inc fka ARIA

[BTH]

ARIA: holding through Ridaforolimus ASCO and re-evaluate; I want to still be long the stock through Ponatinib news I just think ASCO tops this stock for 6 months

ONTY: holding through Stimuvax Phase 3; IMO, if Stimuvax is a success this company is severely undervalued. Doesn't get anymore binary than this POS.

IMUC: so far off, I will likely sell on any news pop - they're not going to be done with a Phase 3 for at least 3 - 5 years - basically, it's a long-term hold or short term pop and sell.

CRIS: holding through GDC_0449 June news, and then re-evaluate. I didn't get the pop I wanted on BCC news, so I'm waiting on what ASCO brings in solid tumors (pancreatic and lung) for GDC_0449. Later in June, are final BCC results to be presented.

The above is all my own strategies. Wish I could time this trash better....but, it's biotech, and you never know what's a day away.

[bellweather1]

It all depends on how you define "home run".

Isolated pops on binary events(which is why you would sell after one occurs), to my mind qualify as hits, rather than real home runs, (as in the case of a DNDN or HGSI), which, over time, kept on rising(out of the park)in response(with certain qualifications) to their binary events.

Obviously, you wouldn't want to sell it all in cases like that.

Since I think ariad(as an investment)is, ultimately, very likely to qualify as a homerun, you can understand my reluctance to sell too quickly.