Ariad Pharmaceuticals Inc fka ARIA

[Whosetosay]

Jess, we all want the same thing, as you have said in the past.

I and a few others may consider the risks more actively, that's all. So, if the new molecule is not so spectacular, as you point out, or if it is shelved altogether as TC said could happen, none of us would be particularly pleased. It's more a matter of degree.

Doesn't mean we disagree altogether, but rightly or wrongly, we view the risks with differing probabilities; we see more of them and with more caution. A bigger difference for folks here is the view of management.

br- the EU knew of the Iclusig issues in December (remember it moved the stock up) or so when they punted the ball to the Spring I believe , then July, now October. I think this recent delay rules out a really bad outcome and puts their ruling in the mildly bad to mildly good range, with a more positive bias. Still, Eu revenue was only a fraction of the US to begin with. Other issues have far more impact.