Ariad Pharmaceuticals, Inc. (NASDAQ:ARIA)
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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Price currently beaten down, lots of catalysts for the stock over the next 6 months.
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This much maligned company's recently completed colaborative partnership with MRK promises, despite poor management on behalf of shareholders in the past, to provide financial stability, and a marketing conduit for the comercial development of novel M-tor inhibitors critical to the treatment of sarcomas (FDA fasttracked due to special need). Since these inhibitors appear to be applicable to a wide range of other cancers and have few side effects, and this company is selling (considering the 75 mil upfront payment by MRK) for an enterprise value of about174 mil, the buyer is getting enormous potential for next to nothing. Also, Aria's short ratio (of 7.4 ,16%+) and the fact that it has really bottomed should magnify the upside once it starts to move.
Recs
ARIAD's deforolimus is best in class mTOR inhibitor, does not shut down immune sytem like Wyeth's mTOR recently approved by FDA.
A $40M milestone payment is due soon for drug eluding stents from Medinol.
ARIAD's new Gleevec Killer is to enter trials shortly...could be release to market in less than 4 years.
ARIAD smoked Lilly in the Nf-kB Jury and Bench Trials. Lilly current owes ARIAD $100 million in damages, and the amount is increasing the longer Lilly delays settlement. AMGEN and Wyeth face the same results, along with 50 other companies that ARIAD notified for infringement!!
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7 out of 10
to $7.00 in 5 month
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"It has reached the third and final phase of patient trials with its major product Ariad 573, a drug to treat a vicious form of cancer called sarcoma, and breast, pancreatic, and prostate cancers.
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on the verge of greatness
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IF MERCK IS WILLING TO INVEST MILLIONS IN ARIAD, I CERTAINLY DON'T MIND BUYING SOME SHARES.
With the parnership finalized on 7-12, NOW is the time to get in...Merck funding is a huge plus and Phase III trial updates are likely to be favorable along the way.
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Partnership agreement
Launch of Phase 3 Trial
IND for AP24534
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bad trial news
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New partnership anticipated. Should provide money for completion of trials, development of pipeline products, and marketing of new products.
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possibility of having a large cancer drug pass trials.
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ARIAD is engaged in the discovery and development of breakthrough medicines to treat cancer by regulating cell signalling with small molecules. The Company is developing a comprehensive approach to patients with cancer that addresses the greatest medical need - aggressive and advanced-stage cancers for which current treatments are inadequate. Good Pipeline
Some issues with a controversial Patent that has big Pharma worried.
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