Biotech Values

[DewDiligence]

ARIA—I respectfully disagree. While I know this black box is not comparable to the Tysabri black box, it is a black box nonetheless. There will be warnings on every piece of promotional literature. Novartis will probably emphasize the dangers in their marketing materials.

You and some other longstanding ARIA bulls have been so single-minded in your praise of the company that you are now overcompensating on the bearish side, IMHO. Give me the label and some marketing materials and *I* could sell Iclusig in the second-line setting—never mind that I don’t even have a sales-oriented personality.

It’s the sales reps from BMY and NVS who have the tough assignment here, not the reps from ARIA.