I also recognize there's the obvious, and then there is reality. HB is well protected. How do you propose we replace him?
Founders tend to be well protected, they set themselves up intentionally. But sooner or later the old guard goes home and a change occurs. My pure conjecture is that Dr. Denner already had a couple of names on a short list when he took a nice stake in my beloved ARIA.
Also, please provide more about a post-HB Ariad regarding the solution to its financing, trial-holds, b/o possibilities, etc.
I believe that AP26113 should become the sacrificial lamb for BP. Make a deal that I believe warrants a 200m min upfront pmt with decent residuals. The BBB penetration of '113 is dominant to any competitor (correct me if Im wrong)....this justifies at least 200m on its own.
Ref buyout possibilities, there sure is a wave of new talent at ARIA with experience here. I prefer not to be purchased. If they can create drugs, like they elude to all the time when they speak, then the rest should take care of itself.
Partnering Iclusig wouldnt hurt, it would just give us a different business model of drug creator vice future juggernaut...
I could ramble but Im done.
Regards
G$
