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Justin M. Hall is an entrepreneur, investor and author. Hall serves as owner and founder of HiRx, LLC located in Indianapolis, Indiana. He is the author of "The Option Investors Desk Reference©" (2008). Hall invests in areas of innovative growth, such as (1) late-stage drug, device... More
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  • Spectrum (SPPI) and Ariad (ARIA) Pharma: Are You Paying Attention? 3 comments
    Nov 6, 2009 08:30 PM | about stocks: SPPI, ARIA
    Spectrum Pharmaceuticals (SPPI)

    CMS - Check.

    FDA meeting on Fusilev - TBA

    Quarterly report scheduled for 1:00 PM ET next Friday, November 13, 2009.




    Ariad Pharmaceuticals (ARIA)

    The second interim look at Phase 3 data will be announced within Q1 2010.  It should also be noted that Merck (MRK) is looking to make some acquisitions.  While Cramer likes Dendreon (DNDN) and Onyx Pharma (ONXX).  I like ARIA best.  MRK is collaborating with ARIA on ridaforolimus.  DNDN has a collab with Roche (RHHBY.PK) via Genentech.  ONXX is collaborating with Bayer Schering (BYERF.PK).  While I genuinely respect Cramer's opinion, his rationale does not make much sense to me.



    Despite their volatility, I continue to like and own ARIA and SPPI.


    Disclosure: Long ARIA and SPPI.
    Themes: Are You Paying Attention Stocks: SPPI, ARIA
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This post has 3 comments:

  •  
    Affirmative. Accumulated another 500 @ 4.66 yesterday. There are few companies as positioned to advance as this one.
    Nov 07 12:57 PM | Link | Reply
  •  
    Mercury2U:

    Agreed! There are very few indeed.

    I wish you the best of luck! Please keep me posted on your progress.

    Justin
    Nov 07 01:41 PM | Link | Reply
  •  
    Justin - your logic seems sound on the face of it.

    Looking forward to hearing more about Ariad (as well as SPPI). Can you suggest some sources to learn more about Ariad?

    I'm usually reluctant be invest in biotech and small pharma. They tend to swing violently on events that are not well publicized and difficult to monitor. Any advice is appreciated, and from following your posts @ SA I believe that you're a trustworthy guy.

    Thanks.
    Long SPPI
    Nov 07 02:54 PM | Link | Reply
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