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Biotech / Medical : ARIAD Pharmaceuticals
ARIA 23.990.0%Feb 17 4:00 PM EST

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To: tktom who wrote (3966)11/3/2015 3:12:55 PM
From: Biomaven  Read Replies (1) of 4474
 
>>I'm quite surprised this isn't much lower in share price

They re-affirmed their guidance for the year. Quite honestly modest changes in pona sales are pretty irrelevant to the stock price here. Pona is just going the chug along around these levels until they have more data.

The 3rd-line patients will all eventually end up on pona, but docs will mostly go through the other available options first, even though they have little chance of working for long. But between the multiple agents you can probably delay for a year or so. If that is correct, you should start seeing an increase next year sometime.

Peter
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