Replies to post #9614 on Ariad Pharmaceuticals Inc fka ARIA

[glass_half_full]

4th compound:

I think a few things have spurred 4th compound talk:

1. there was at least one instance when HB noted that "there will be more compounds" in one of his presentations;

2. the timing of a 4th compound was part of one of the surveys; and

3. I have said that I expect to hear of a 4th compound soon after '113 enters the clinic (8 wks?). Others disagree, and as a result of this (somewhat limited) discussion, the topic has been around.

Outside of the implicit principle that you don't have a "stand-alone oncology company" with 2 or 3 drugs, ARIA hasn't given any guidance at all.

The timing has basically been my topic -- I expect them to include in their presentations at least one drug in each stage of development, including their most promising lab work, and that once '113 is officially a Ph.1 drug, they will fill that slot with something new.

They just as easily might not, being content to discuss how Pona and '113 are advancing.