At $3 ARIA is back above the 50 day moving
average, but of course a lot of these small
biotech stocks have also moved above their
50 day averages...still, I'll take it. I am
just so happy that I don't have to worry
about getting stopped out (not that averaging
down didn't have a little to do with that, hehe).
Now would be a nice time for Ariad to issue another
press release, maybe another NF-kB patent, they
said in that last release "ARIAD is pursuing a series
of related patent applications on NF-kB, to which it
holds an exclusive license". Ariad stock is a super
steal at these levels based on that alone, read this:
Message 4716294
Of course as a stupid investor, one has to take the
company at it's word...in another area, osteoporosis,
Ariad says it is "effieciently screening
large numbers of compounds for the Src-SH2 domain"
(how many is "large")...and if you new the number
of compounds that Ariad is able to screen, how many
compounds are being screened per year by the other
companies working in similar areas? Hoechst already
has an osteoporosis drug going up against the
competition, I seem to remember that it works
by blocking the antibody attack so it is different
from it's competitor.
I did a search on altavista, and got a couple links
which you might not have yet encountered--you need
nescape to run the chime plugin:
For the plugin--
mdli.com
for a syk SH2 graphic--
urmc.rochester.edu
I happen to have moderate asthma, so statments like
this peak my interest:
ARIAD is targeting a critical protein in the mast cell activation pathway called Syk, a protein tyrosine kinase that is responsible for the activation of signaling pathways in mast cells that lead to the release of allergic mediators. ARIAD is developing small molecules designed to bind to the SH2 or kinase domains of Syk thereby blocking interaction with the IgE receptor complex. By blocking this initial interaction in the signal transduction pathway, it may be possible to down-regulate the production and release of multiple allergic mediators with a single drug.
If every asthmatic threw ten grand at a small biotech
company doing the sort of research Ariad is doing,
maybe we would see a little better progress, ha ha!
Of course I would just as soon make some money and
just keep sucking on my albuterol... And to be perfectly
honest, I think a lot of the problem with health care,
using asthma as the example, has to do with the level of
care one gets from their HMO--when they pulled out the
machine at my HMO to do the spirometry, they could barely
operate the thing (tho it was a pretty old looking machine
so we were just kind of going through the motions...)
You also have to do your own research, maybe next time
I get a check up I'll ask about these new drugs which
block leukotrienes. I should not be so hard on the HMO,
it is very cheap and you get what you pay for--can't
expect them to pull out the machine that goes "ping!"
for every little thing:-)
Uh oh, I am definately starting to ramble again, I do
that online. The folks at work must be boring (and I'm
sure they say that about me too).
Regards, and happy hunting Jongmans!
--MM |
