Replies to post #28788 on Ariad Pharmaceuticals Inc fka ARIA

[adreamer]

Agree...there are many reasons for optimism...Harvey and Tim are obviously confident it will be a good drug...but best in class designation...undoable at the moment..I know it's best in class in my dreams every night...DREAMER

[vidpok45]

378 and 113 are similar molecules but differentiated from xalkori. They both pass thru the BBB, as opposed to xalkori. Difference is, 113 is more potent with less toxicity than 378, effective at lower doses than 378 it would appear. Therefore at this early stage I would have to conclude that 113 is the better drug.

[jaybe]

Best in class for ALK will be demonstrated at ASCO. However, a teaser for this potential will be presented this Wednesday at AACR.

From abstract #5655..."Importantly, since AP26113 maintains potent activity against mutant forms of ALK and ROS1 at concentrations substantially below its human trough concentrations these data suggest that AP26113 may be able to prevent the emergence of drug-resistant mutants in NSCLC patients."

[AmpleKind]

It's a long way before you can claim best on(sic) class (??????)

Actually, now is the best time to make that claim, and to invest based on it. Let's leave it to Rachel to announce after the fact success.

There's enough evidence that 113 is best, to invest now based on that (we all know that it's not absolutely certain RIGHT THIS MINUTE!!!!).

If you add up all that you know about this company, it's brilliant execution to date, its scientific depth, and you (or rather I) come to the conclusion that 113 will very likely be the best (not that we literally KNOW its the best, because proof of that is in the future, it's just that the future is not utterly random, if it was there would be no point in paying your mortgage, the bank might be hit by a meteor, and then you wouldn't have to pay...... blah, blah, blah, all this is tediously obvious, I'm just saying it, because we have too many poseurs (wise, restrained, cool headed, "just the facts ma'am" types who keep making trite, pointless arguments about lack of certainty).

I hereby proclaim that I am very optimistic and excited about Ariad's future (and I don't think it's a matter of years). Too many people are pretending that Ariad is still an early stage biotech, it is NOT. Its approved drug easily supports a higher PPS (at some point, let's be pessimistic and say, double in three years), where else can you "gamble" on a potential blockbuster like 113, and still double your investment if 113 fails?