Replies to post #131203 on Biotech Values

[wallstarb]

While I haven't been following your debate on ARIA I also am of the opinion - the larger the grandstanding the less "real" the data/drug is. Great data speaks for itself like great accomplishments.

[DewDiligence]

The ARIA red flag is being waved again in today’s Boston Globe:

http://www.boston.com/lifestyle/health/articles/2011/11/21/successes_in_fighting_cancer_bring_new_challenge_drug_resistance/

Ariad Pharmaceuticals, a Cambridge company, is developing drugs that will block all the mutations through which a particular cancer could overcome a treatment.

If someone at ARIA actually said this, it’s a rather extreme case of hyperbole. I continue to find these kinds of remarks, of which there have recently been several, to be mildly bearish.