Ariad Pharmaceuticals Inc fka ARIA

[biotech_researcher]

Assuming zero growth, our forecast model predicts 4Q14 sales of $9–$12MM (vs. $23MM consensus). As this leaks out next week, it won't be pretty. I expect this will finally force Harvey to sell the company, as it is not good enough, and as one of the analysts indicated, even for patients moving to third line and T318i mutations, he was surprised that the uptake was so low.. Where were those patients going instead of Ariad, was his indirect question..