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Whosetosay

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Whosetosay

Re: None

Tuesday, 12/16/2014 2:28:27 PM

Tuesday, December 16, 2014 2:28:27 PM

Post# of 80490
A quick analysis of Ariad's quarterly financial statements highlights the continually eroding 'stockholder value' and the cash crisis that will commence mid Q2 2015. There is no building of value going on. At mid Q2 2015, Ariad will have $150-$170MM in cash, which is pretty much as low as Ariad management would tolerate. Debt, dilutions (stock or via partnering), or a b/o should occur in that timeframe.

Note that LTD has tripled to over $300mm, which would likely only be reduced by conversions or issues, i.e. dilutions.

We are presently burning $40-$50mm/quarter. R&D has been slashed from 2013 levels, revenues are growing slowly and depending on Europe, Q4 revs will get us to the mid/high $50mm for 2014.

http://finance.yahoo.com/q/bs?s=ARIA

http://finance.yahoo.com/q/is?s=ARIA

http://finance.yahoo.com/q/cf?s=ARIA
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