Replies to post #9680 on Ariad Pharmaceuticals Inc fka ARIA

[glass_half_full]

+1 on all counts.

Yes a super-HH would be sweet, but that's pure spec. (However, I'd note that ARIA's 3 compounds are all rather different -- a factor that I put great value on.)

Also, you could argue that the broader market is actually the only thing that matters. The extent to which we move up over the next 6-12 months will be significantly driven by the strength of any downdraft we are fighting.

When the market is -1% and we are flat (last Wed), you can call it a win, but it doesn't have the same deliciousness.

[BTH]

I vote that it will be a super-hedgehog, BTH's fav

I think a BRAF mutation drug is more likely, in all. The results coming out of the current BRAF trials are tremendous, however, mutations are developing. And, the indications (think: skin cancer) is a huge market for BRAF.

Hh, unless they show more effectiveness in other indications other than the two indications it REALLY works in, is going to remain a really small but highly effective drug. They need to show results in ligand disease....

[IIIverson]

Nice post & thanks