Snips from the first 100 posts:
Please do not take offense anybody, I simply
want to point out that mood is what this
is all about...just over two years ago, the mood
was enthusiastic, to say the least.
ARIA is, IMO, one of the most under-valued of biotechs,
if not *the* most under-valued. Without an additional
partner, relative to third-tier peers, I value ARIA at $8/share.
The SH2 domain work is top notch, and, IMO, gives them a leg up
on selectivity of disease intervention which Sugen lacks.
Vector analyst moved ARIA from "venture" to "buy"...Set
objctive at $9...
Vector analyst recently gave ARIA a "buy"...also just
moved target price from $9 to $12...
Oppenheimer initiating coverage with a "BUY"
ARIAW warrants can be called if the shares trade at 160%
of the exercise price for 30 days... that would be 13 7/16.
So the upside is not infinite, but its probabably $15 or so
per warrant, if Ariad does well.
Fidelity Select Biotechnology Portfolio, amounted to
1,029,100 shares or 5.41% of the common stock outstanding.
MARION ROUSSEL AND ARIAD FORM JOINT VENTURE IN FUNCTIONAL GENOMICS
Ariad up 1 1/2 to 8 1/4 at 9:36 EST in response to news
(warrants up 3/4 to 2 5/8).
vector securities came out w. 12 mo. price target $14
Vector Securities? Michael King? He's the best.
ARIA is apparently going to lose little cash while retaining
a 50/50 stake in a new company...In addition HMR already is a
partner in osteoporosis
Pick the wrong companies, and your as* is gras*.
I hear that Gerald Crabtree is going to move from Stanford
to Cambridge (sabbatical) so he can work on the new Hoechst/
Ariad joint venture in gene therapy.
if the warrants are priced at fifty cents and they are called
for redemption. Is that what you would get from the company,
50 cents?
Robert Cohen Rates Ariad Pharmaceuticals Initial 'Strong Buy' |
