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Biotech / Medical : ARIAD Pharmaceuticals -- Ignore unavailable to you. Want to Upgrade?


To: kenyonn who wrote (4035)12/12/2015 2:53:55 PM
From: civic08801  Respond to of 4474
 
Denner knows the value of ARIA and whether the stock is at $6 or $16 during B/O negotiations Denner knows what he wants and BP will have to pay the price and they will.. You can be that there is more than one BP interested..Denner also knows ARIA has been manipulated by the hedgeSCUM and the current share price only reflects the Fraud not DUH Market !



To: kenyonn who wrote (4035)12/12/2015 6:36:07 PM
From: mulanoon2007  Read Replies (1) | Respond to of 4474
 
Not a rumbling but in the post ASCO Alice Shaw interview with Tony Mok she said the pulmonary tox of BRIG "makes me a little bit nervous...". See the vimeo interview vimeo.com/140680817 at about 6 minutes.



To: kenyonn who wrote (4035)12/12/2015 8:44:38 PM
From: tktom  Respond to of 4474
 
They need to file an NDA before the FDA will consider approving the drug, priority review or otherwise. Ariad has stated they intend to file in the 3rd quarter of 2016. Unless they're lying to us, I don't see approval happening before end of 2016/early 2017.


Agreed. Ariad lost 18 months trying to force feed the 240 mg dose for both EGFR and ALK+

Frankly, I find the delay in reporting early results from the ALTA trial concerning. I suppose it could simply be that they didn't get enough patients enrolled and mature data points in time to be ready for ASH. But pushing them all the way to ASCO 2016 doesn't make much sense to me. There's been speculation that this is because they are privately showcasing those early results to suitors, but that makes little sense either. If they're good, why not go public? It won't matter one way or another to negotiations--in fact, with the rise in share price that would undoubtably occur, it could strengthen price negotiations.


This makes no sense either from Ariad Mgmt. If the results are good, highlight them to increase shareholder value? This may indicate a rather bleak outcome.

Has anyone heard any rumblings of continued issues with the pulmonary side effects of the drug? At least publicly, Ariad has been pretty adamant that they have them under control. But I'm not inclined to believe everything they say. I don't want to end up in another situation where the FDA disagrees with Ariad's assessment of risk, and us small investors are caught in the crossfire.


This is why I think the FDA (Pazdur?) will take the trial to the bitter end as Ariad completely screwed up the Iclusig trial. Pazdur is no fool this time.