Spectrum Pharmaceuticals (NASDAQ: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 (NYSE:MRK) is looking to make some acquisitions. While Cramer likes Dendreon (NASDAQ:DNDN) and Onyx Pharma (NASDAQ:ONXX). I like ARIA best. MRK is collaborating with ARIA on ridaforolimus. DNDN has a collab with Roche (OTCQX:RHHBY) via Genentech. ONXX is collaborating with Bayer Schering (OTC:BYERF). 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.