Ariad Pharmaceuticals Inc fka ARIA

[Whosetosay]

I agree with almost all of your post. Thank you for your work on the numbers. Your post provides good information.

I don't have a Q2 number, but in my previous post, I mostly did not agree with a Cole inspired $3.5MM increase for paid drug for Q2.

IMO, I think your growth numbers might work better for Q3, not for Q2 as your earlier post suggested. Globally, 640 would have to be paid on drug as of April 1 for your numbers to work by 6/30. The real number of paid US patients was likely 1/2 that on April 1. No clue on EU, but I'm guessing it is less than what would be needed to meet your f'cast.

I could be wrong. I hope the numbers are way higher. Maybe EU and/or EU deferred revenue does help get us your Q2 revenue number.

GLTA