Mike J. asks, "Follow you regularly, I appreciate your work. Did the Ariad Pharmaceuticals ( ARIA) move surprise you? I was thinking ponatinib would be more the future driver of this stock." Ariad shares 34% to $7.32 intraday on Jan. 28 following the release of positive results from the phase III study of ridaforolimus ('rida) in sarcoma. The stock has since settled back to around $6.76 as I write this column Thursday. Aria was a $2 stock in early 2010. Mike is correct in that a lot of investors are looking past 'rida and focusing more on ponatinib. 'Rida's clinical development and most of the drug's economics are controlled by Merck ( MRK). The Mtor inhibitor class of cancer drugs to which 'rida belongs is competitive and the 'rida data in sarcoma -- while meeting the primary endpoint with statistical significance -- are not without concerns.