Replies to post #15757 on Ariad Pharmaceuticals Inc fka ARIA

[BTH]

You really have to love that '113 isn't even really factored into any of these forecasts. Cross your fingers!

[lax20m]

interesting I went through this very quickly........ but it looks like in their valuation estimate they are projecting revenues for 113 begining in 2015 and ramping to over 1 billion in 113 sales by 2020.

Interesting because I didn't think anyone had been giving a value to 113. However with that being said they are using an discount rate that is extremely high and one would expect to come down if and when we gain more certainty as to whether or not all the drugs will get approved.

[DonShimoda]

Upcoming Milestones (per post 15757)

-Finalization and communication of front-line design for Phase III CML trial with ponatinib (1Q12)

-Complete enrollment of Phase Ib/IIa trial of AP-26113 (1H12)

-Update on preliminary results from PACE Trial (1H12)

-Filing of ponatinib for accelerated approval with FDA (Mid-2012)

-FDA ODAC hearing for the approval of ridaforolimus for the maintenance treatment of soft tissue sarcoma (1H12)

-Approval of ridaforolimus by the FDA (PDUFA: June 5, 2012)

-Approval of ridaforolimus by the EMEA (2H12)

-FDA acceptance of ponatinib application for Accelerated Approval (3Q12)

-FDA Approval and launch of ponatinib for patients with positive-T315I mutational status or whose disease have failed other approved TKIs (1Q13)

-Initiation of registration-directed trial with AP-26113 (2013)

[biomaven0]

Rodman update

The cautionary news is that this is from Rodman, the good news is that the analyst is Mike King, who is actually a very respectable analyst.

Peter