SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : ARIAD Pharmaceuticals -- Ignore unavailable to you. Want to Upgrade?


To: tktom who wrote (3966)11/3/2015 3:12:55 PM
From: Biomaven  Read Replies (1) | Respond to 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