News Focus
News Focus
icon url

Clemsontiger

02/06/14 8:20 AM

#46175 RE: justthefacts1 #46172

I got interested until I realized it was last weeks stale article from fool reposted...
Fool, AF, Cramer bashing not working... ARIA UP In 2014 year to date and outperforming all Market Indices...
Just the facts.....
icon url

investor maven

02/06/14 9:44 AM

#46176 RE: justthefacts1 #46172

You don't mention Pfizer, Merck, Takeda, Cellgene, etc.

There are many big Pharma or Big Biotech that would be happy to expand into CML, GIST, NSCLC, etc.

Any of these and others that are sitting on too much idle cash would feel obliged to jump start their pipeline with proven and likely drugs, a faster and more effective R&D platform, etc. that would come with acquisition of Ariad.

I have no idea if anyone is negotiating with ARIAD, but I would be surprised to find out that none are. I don't think that the company would accept an offer until after the new patient Rx numbers, and more data on safety, GIST, NSCLC come out, as leverage for greater valuation.

I think that late 1Q early Q2 of 2014 will be very interesting for this company.

icon url

AmpleKind

02/06/14 11:06 AM

#46180 RE: justthefacts1 #46172

Just beating a dead horse!

And I mean the buyout rumor.
One more "analyst" telling us triumphantly that the buyout
rumors are DEAD, DEAD, DEAD. Ok, for those of us who thought
that it was nonsense to begin with, this is not a big shock. But it's
amusing how these second rate purveyors of junk investment advice
continue to use this non-event to slam Ariad.

it's being used as an absolute last line of defense in treating Philadelphia chromosome-positive acute lymphoblastic leukemia!



According to Tom Silver it's going to be 31% second line in 2014.