Rachel [McMinn] is a joke, I can't believe how such a pathetic analyst gets attention at all. She should have been FIRED already. At least I would if I was her boss.
Actually, Rachel McMinn has a better track record than most biotech sell-side analysts, particularly with respect to ARIA.
Specifically, McMinn was one of the few analysts to predict that the FDA would reject Ridaforolimus (much to the chagrin of this board) in #msg-73352987:
FDA looks likely to reject ridaforolimus… Based on our read of the [FDA briefing] documents, we do not expect the March 20th panel to support approval, and we ultimately expect the FDA to issue a complete response letter, noting that the efficacy profile does not outweigh the safety risks.
This is just one of the many good calls by McMinn during the past seven years or so.