Also, to the extent that biotech_researcher asked whether "anyone" thinks we have a chance, there are 1539 call option contracts outstanding that expire in January 2013 with strike prices at or above $25.
Granted, not all of these were opened after Dec. 14, but IIRC, that figure has risen sharply in the past few weeks.
Simply getting back to $25 is possible even in the short term, but really turns on the early trend in Iclusig sales -- or perhaps even more, on HB's comments regarding Iclusig in break-out sessions. If all the catalysts you mentioned play out as expected, I think the only thing between us and new highs is the macro environment.
As for Ariad's "5th Element," I've sort of given up on hearing anything soon. It'll come, but only eventually. My original hope of having announced drugs in each of (1) a registration trial, (2) a ph I/II trial, and (3) pre-clinical development, hasn't really panned out.
In my more tin-foil-hat moments, it's crossed my mind that HB may have rolled out '113 as a pre-clinical when he realized that the Rida trial would be a much more closely run thing than he (and the street) would have preferred, giving us more of a cushion.
If we believe that, then we should be more confident in the '113 trial. Perhaps we'll hear about pipeline molecules when '113 enters its registration trial.
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