Ariad Pharmaceuticals Inc fka ARIA

[Whosetosay]

While I haven't confirmed it's truth, if one were to accept the $10B/ $3B ONYX thesis as fact, Aria is worth at least $25-$33 pps.

No doubt Pona gets to .5B by 2022, and probably a multiple of that, and '113 will likely outsell Pona (and quickly). Using just $.5B apiece by 2022, that's $1B by 2022. It suggests a pps of the low $30's.

I'm still sticking with $20+ pps b/o for now, but considering a raise, sometime in the next 6 months provided a b/o doesn't make that moot.