Replies to post #32858 on Ariad Pharmaceuticals Inc fka ARIA

[gdollasign]

excerpt:

with a final go/no-go decision in EGFRT790M patients to follow clinical updates at ESMO (September) and the World Lung Meeting (October)

Absolute key to the kingdom I believe.

[ariadndndough]

Check out this comment from RBC.

Key Points:
Big picture: ARIA has potential for valuation inflection in coming months in our view. With early but promising Iclusig commercial execution and now lowered expectations for '113, risk-reward is more positive into World Lung Conf in Oct, where we should get more much clarity on its potential for EGFR activity. Secondly, we spoke to mgmt about MD. Anderson investigator sponsored Phase II study, and we believe likely impressive responses rates in front-line CML at ASH could add to investor confidence that Iclusig could eventually emerge as a front-line drug with $1B potential.