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DBL%20Hendrix%20small.png College chemistry, 1983

Derek Lowe The 2002 Model

Dbl%20new%20portrait%20B%26W.png After 10 years of blogging. . .

Derek Lowe, an Arkansan by birth, got his BA from Hendrix College and his PhD in organic chemistry from Duke before spending time in Germany on a Humboldt Fellowship on his post-doc. He's worked for several major pharmaceutical companies since 1989 on drug discovery projects against schizophrenia, Alzheimer's, diabetes, osteoporosis and other diseases. To contact Derek email him directly: derekb.lowe@gmail.com Twitter: Dereklowe

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In the Pipeline: Don't miss Derek Lowe's excellent commentary on drug discovery and the pharma industry in general at In the Pipeline

In the Pipeline

« Have The Rules Changed? | Main | Access to Phase I Drugs: A Constitutional Right? »

May 3, 2006

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Posted by Derek

Since I made a big point out of this in a comment to the last Ariad post, I wanted to update things. The jury is out - literally - on the case versus Lilly right now, and I notice the stock creeping up a bit today.

So, I am now short Ariad stock, 1000 shares at 5.56. This isn't a recommendation that anyone else should run out and do the same, but I thought it was important that I mention it since I've written about the company. I'll post again on the topic after the verdict comes in (which will be when I close out this position, one way or another, I should think).

Comments (2) + TrackBacks (0) | Category: Business and Markets | Patents and IP


COMMENTS

1. Jake on May 4, 2006 1:58 PM writes...

Ariad won. Hope you didn't cover right away. And I also hope it'll get overturned.

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2. Jonathan Robinson on May 5, 2006 8:19 PM writes...

I agree with your positioning on ARIA eventually winning the lawsuit (very slim) but be careful here as the other work the company is doing is probably worth something close to current value and if something good happens there, the stock could to up even with a loss. The mkt has to be factoring in very little value for a win here, unless Wall Street is more stupid than any of us believe. I have not seen one informed person believe that ARIA can eventually win. But what do I know, RIMM ultimately got held up in tech land.

Jon

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