Ariad Pharmaceuticals, Inc. (ARIA)

insiders including the Chief Medical Officer and CEO are buying. Looks like they think it works.

Extremely High Price for Sales

I can't believe this stock is at $1.82!! Daytraders got tired of waiting apparently. This stock hit $3 without any breaking news. What is going to happen soon?? I really expect this one to break out in the next 6 months if you can wait!

ARIA has a too high valuation compared to its sales potential. It is also one of the most loss making companies at least until 2011.

Tracking some of my real portfolio

Cutting edge oncology products and phase III program should bring substantial revenue starting next year

with drugs in the pipeline, once fda approved, could gain momentum

Long-term promising

ARIAD And Its Co-Plaintiffs Announce That the Court of Appeals Granted Their Petition for Rehearing En Banc In the Lilly NF-kB Patent Lawsuit -> http://finance.yahoo.com/news/ARIAD-And-Its-CoPlaintiffs-bw-3454722323.html?x=0.
Ariad Pharmaceuticals shares rise on upbeat note -> http://finance.yahoo.com/news/Ariad-Pharmaceuticals-shares-apf-2036951238.html?x=0.
----------------------------------
...
Bret Holley of Oppenheimer initiated the stock with an "Outperform" rating and a $4 price target, implying he expects shares to more than double from Friday's close of $1.95.

Cambridge, Mass.-based Ariad, which focuses on cancer treatments, has no products on the market. Its lead candidate, which Aria is developing with partner Merck & Co., is indicated for sarcoma. The product is currently in late-stage testing with study data due in the first half of next year.

Holley said that based on strong data in midstage tests, he expects a "good probability" of positive data and eventually marketing approval from the Food and Drug Administration for the drug, called ridaforolimus.

The analyst estimated the drug could eventually bring in annual sales of about $350 million worldwide, and possibly better, based on its testing in other cancers.

"Aria's ridaforolimus partnership with Merck increases our confidence in the drug's ultimate success," Holley noted. "Ridaforolimus is in phase II testing in multiple cancer settings, demonstrating Merck's commitment to the drug. Despite near-term cost concerns, we view the 50/50 partnership positively for Ariad, based on meaningful near-term milestone payments and substantial longer-term revenue upside."
...
----------------------------------

FDA approval of RIVA pending on or before Sep 30... game changer or a dive in the pool ;-)

Drugs in the pipeline. Works every time!

8/17/2009 $DJI Down 2% ARIA up 7%. ARIA is up 16% since closing $1.80 on 8/13/2009 on >avg vol. Oppenheimer initiated coverage 8/17/2009 @ outperform target $4. Phase III initial results positive for lead drug candidate Ridaforolimus co-developed with Merck expected FDA approval 2010 revenues projected are between $500 mil and $1 Bil. ARIA also has 2 other drug candidates in trial phases I/II. This company will experience explosive Growth in the coming years and/or will make a great acquisition target.

Looking for Low price 10 baggers 8/11/09

UltraLong play

Strong buy signal on technical charting. Directional Movement Index {DMI} Is signaling a solid up trend. A buy signal Is given when the DMI + crosses the DMI - which Is the case here. Also the ADX line which Is used to measure the strength of the signal Is very positive.... Buy at these levels for a possible sharp move up.

First product in stage 3. Second product-multi uses in stage 2.

Enrolling Phase III clinicals on leading candidate. Not a company you want to invest for the short term.

up and up and up

Outstanding cancer drug pipeline, with two drugs in multiple cancer indications, one in phase III, which treats advanced sarcomas, where no new treatment has become available in 25 years, and with interm results due at the end of 2008. Up to $1 billion in financial obligations has been provided (based on milestone achievements) to ARIAD by Merck, so essentially Merck is funding Ariad's pipline development for one of their drugs (Defro). The foundation of their drug pipeline is the mTOR inhibitor, which other drug companies have approved products in use presently, which implies the chance of approval by the FDA is great do to the existing mTOR drugs already approved. A new small molecule compound will be revealed at the end of the year, bringing the total number of compounds to three, in many different cancer indications. And, most importantly, Ariad has kept the rights to sell their drugs in the USA, so they plan to be a stand alone oncology company, booking sales and profits. Merck will sell and book one of the drugs (Deformulis- sp) outside of the USA. Ariad still has the opportunity to partner with the other two compounds in development.