Ariad Pharmaceuticals Inc (NASDAQ:ARIA)

CAPS Rating: 3 out of 5

The Company is engaged in the discovery and development of breakthrough medicines to treat cancers by regulating cell signaling with small molecules.

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Member Avatar TerryFool (51.18) Submitted: 3/29/2014 9:43:29 PM : Outperform Start Price: $7.51 ARIA Score: -23.55

TRADE BUY@ 7.5 TP 11

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Member Avatar TerryHoodSr (62.56) Submitted: 2/19/2014 9:23:22 AM : Outperform Start Price: $6.98 ARIA Score: -19.65

upside potential, TP $12

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Member Avatar jester1711 (< 20) Submitted: 1/30/2014 4:13:53 PM : Outperform Start Price: $7.65 ARIA Score: -30.86

There have been a lot of rumors that Ariad Pharmaceuticals (ARIA) would be bought out by a larger company, but the truth is no one really knows if these rumors have any merit. During the Hepatitis C buzz that engulfed the biotech arena last year, there were many companies that were bought out by larger companies such as Pharmasset (VRUS) and Inhibitex (INHX). On the flip side there were several companies that were rumored to be bought out, but unfortunately those companies like Achillion (ACHN) were left on the sidelines. It's difficult to verify if the rumors circulating these smaller pharmaceutial companies are true.
Instead, investors should be focusing on the product that these companies are developing. As for Ariad Pharmaceuticals, their drug Iclusig has been re-instated by the FDA, albeit with a black box warning label, for patients who have two different types of leukemia.
Leukemia is a type of blood cancer that starts in the bone marrow and is difficult to treat. Shares of ARIA took a beating last year, when side effects to the drug started to appear in patients that were taking Iclusig. Since that time, the FDA has re-instated the drug and patients have reported relief that the drug is available again.
I am not denying the fact that the drug has possible side effects, but the efficacy of the drug outweighs the risks, and that ultimately is the reason the FDA allowed the drug to come back into market.
Iclusig is now sold in the US, certain countries in Europe, and is in the process of being available in Australia. The prospects for this company are looking good in 2014.

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Member Avatar rajivbabita (< 20) Submitted: 1/28/2014 9:56:30 PM : Outperform Start Price: $7.70 ARIA Score: -31.05

I think Iclusig will be able to successfully. Re-enter markets across various continents

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Member Avatar caelin389 (86.03) Submitted: 1/28/2014 12:19:29 AM : Outperform Start Price: $8.21 ARIA Score: -35.81

Has one FDA approved drug and more in the pipe line also buy out rumors aswell

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Member Avatar theActuary (53.53) Submitted: 1/14/2014 8:00:24 AM : Outperform Start Price: $6.73 ARIA Score: -16.20

Incentive to successfully develop products to receive up to 34mil, involved in the two studies of Nursupreme Stent

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Member Avatar zzlangerhans (99.85) Submitted: 11/26/2013 12:24:34 PM : Underperform Start Price: $4.40 ARIA Score: -32.95

Ariad has exploded off the recent lows around 2.4, and kudos to those who fished it close to the bottom and enjoyed 100%+ gains. I made a little bit back but still sustained a stiff loss in the zzporte portfolio, as documented in Twitter. Not to worry - if you aren't taking hits like this, then you aren't seeing any big winners either. Portefeuille and I have seen our collaboration roar back to life in November after returning much of our gains in a problematic October. Time to clean out losers like Aveo and Ariad and move on.

Will I end up seeing Ariad return to a level that would have made zzporte whole had we not liquidated the position? Anything is possible in biotech, but obviously I doubt that outcome. The bulls have been gassed up on word from the EMA that Iclusig will be allowed to stay on the market there with some additional restrictions. They are also looking for a revised opinion from the FDA allowing Iclusig to once again be marketed here in the US.

Here's my answer to the bulls. Despite a lowly share price, an inflated share count means that Ariad sports a cap of 923M as I type. That's far from chicken feed, and the net hard asset balance is 218M. Meanwhile the company is burning upwards of 60M per quarter, a number that is unlikely to go down as expenditures related to Iclusig will need to go up in order to return the drug to the US market and promote it in both the US and Europe. Even prior to the EPIC disaster, US Iclusig revenues were underwhelming at 17M in the third full quarter on the market. Iclusig may have a favorable opinion from the EMA, but Ariad must now tangle with individual regulatory bodies in each European country prior to achieving pricing and reimbusement agreements. Expensive and time-consuming. And of course, the EMA could change their opinion about Iclusig at any time. With fatal thrombotic events occurring on a regular basis, Iclusig is a ticking time bomb.

Ultimately the critical questions with Iclusig is how indispensable the drug really is to a subgroup of Gleevec-resistant CML patients, and if that subgroup is large enough to make the drug cash-flow positive. I doubt the momo traders driving the recent bubbly bounce in Ariad have the answers to those questions.

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Member Avatar shaneatlas (31.86) Submitted: 10/9/2013 2:24:26 PM : Outperform Start Price: $5.24 ARIA Score: -0.33

oversold

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Member Avatar racosta52 (< 20) Submitted: 3/6/2013 8:57:43 PM : Outperform Start Price: $21.17 ARIA Score: -100.29

FDA approval of Iclusig; many positive estimates from number of analys.

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Member Avatar ayuddha (36.21) Submitted: 7/15/2012 5:18:50 PM : Outperform Start Price: $17.39 ARIA Score: -112.42

It was picked by www.hechtsoft.de Trade Alerts.

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Member Avatar PDTBiotech (90.22) Submitted: 3/21/2012 11:54:03 AM : Underperform Start Price: $15.80 ARIA Score: +103.65

Very rich valuation + unimpressive pipeline + stock went up (???) following 13-1 thrashing of ridaforolimus as maintenance therapy for patients with mSTS by ODAC.

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Member Avatar KurtEng (31.23) Submitted: 8/17/2011 4:27:00 PM : Underperform Start Price: $9.13 ARIA Score: +103.55

It could be a winner, but it is a LONG shot. I would rather bet on 6 red.

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Member Avatar Allstar13913 (99.84) Submitted: 7/30/2011 8:01:17 PM : Underperform Start Price: $9.21 ARIA Score: +107.40

Another overvalued Biotech company. This company has never been profitable and seems to make all its money off partnerships.

http://www.fool.com/investing/general/2011/06/10/3-stocks-near-52-week-highs-worth-selling.aspx

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Member Avatar polterziets (< 20) Submitted: 6/4/2011 5:51:01 PM : Outperform Start Price: $7.90 ARIA Score: -74.87

growth and very undervalued

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Member Avatar phatchips767 (< 20) Submitted: 5/21/2011 2:06:32 PM : Outperform Start Price: $8.59 ARIA Score: -78.85

pe of 14. One of the big monkees i watch likes it.

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Member Avatar edizzo1 (< 20) Submitted: 5/16/2011 12:17:14 AM : Outperform Start Price: $9.13 ARIA Score: -81.43

Right now ARIA has everything going for it to see some big profits. I think it is a buy and I think we will see $20.00 a shear this year.
Ed Izzo

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Member Avatar jcam180 (< 20) Submitted: 5/12/2011 8:29:02 PM : Outperform Start Price: $9.24 ARIA Score: -80.48

little money big upside, good products in pipeline

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Member Avatar RazorSphinx (< 20) Submitted: 4/28/2011 7:31:45 AM : Outperform Start Price: $8.30 ARIA Score: -72.37

Magic Formula

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Member Avatar calor (< 20) Submitted: 4/6/2011 1:17:57 AM : Outperform Start Price: $8.48 ARIA Score: -75.72

I have followed ARIA during 8 years, the research and technology in progress is very sophisticated, it will treat tumors that currently have no therapies and very poor prognosis. It will eventually take over by MERCK(MRK) which currently has a deal in one of the leading drugs to co-promote. Annual projected income in just this product is upwards of 1 Billion, profits to be shared. More to come from this great biotech company

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Member Avatar syazic (60.30) Submitted: 3/28/2011 4:56:52 PM : Outperform Start Price: $7.27 ARIA Score: -66.71

UPWARD trend is set.

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