regarding your "home free" message, it
seems products are continually challenged...
so do you have any thoughts about Ariad's
EPO Regulation with Rapamycin? Of course
not a threat to sales over the next several
years, but looks very interesting. Do you
ever remember any discussion here on the
Amgen thread about threats to Epogen?
Several injections a week sounds pretty
awful, so naturally Ariad's high tech
solution is exciting.
fyi I sold 2/3rds of my shares in aria to
try and limit losses, now thinking I should get
back in...but I do not know how much of a
stranglehold Amgen has over EPO...if you are
familiar with their patents on EPO I would
be much obliged. I know that is a tall order
...but never hurts to ask. How was it that
they defeated J&J--did not follow all that.
Thanks for any insight you may have, mainly
I depend (too much) on thoughts from the biotech
experts here on SI, at least to find ideas etc,
but they are pretty quiet when it comes to
shouting "this is huge". I posted a message
awhile ago regarding Avigen's epo patent, and
never did get back a response...so I'm starting
to branch out and seed more threads with my
questions.
Any help anyone? My guess is that if Ariad got
that sort of regulation in Monkeys, this is
huge...mice is one thing, but monkeys?--terrific.
Anyway, not trying to "pump and dump" as they
say...since ariad is nearly the smallest
position in my portfolio, but anytime David
goes up against Goliath it gets interesting.
Kinda wish I had kept my other two thirds, of
course I kinda wish I'd bough Amgen a few years
ago too...sigh.
also, here is an article I found which you folks may enjoy
Then there is Amgen, the bell of all biotechs
who made its name by challenging a big pharmaceutical
corporation over its anti-anemia drug and won.
investorama.com
--Mike |
