Replies to post #30950 on Ariad Pharmaceuticals Inc fka ARIA

[ariadndndough]

Jpm on aria. Also best in class remarks. We maintain our view that ‘113 is best-in-class in ALK+ NSCLC for reasons of clear clinical activity in crizotinib-resistant disease and superior tolerability over LDK378 and thus has a high likelihood of success in this setting. While we remain optimistic about ‘113’s potential in resistant mEGFR, and we also believe that more data are required, particularly at 240mg, before conclusions around ‘113’s ultimate prospects in mEGFR disease are to be drawn. That said, at the current trading level of the shares, little to no value currently is being ascribed to ‘113. We currently assign a $3 NPV to ‘113 as part of our $32 price target, implying that ARIA is significantly undervalued on the basis of Iclusig alone (see Figure 1 for summary

[adreamer]

CLVS only reported results for 10% of the patients..6 out of 45 patients...Why?

[piece o mind]

already had three down days in a row heading into asco. now maybe a fourth after? ariad at asco, non event? or damaging event?!