I don't think you understand the dynamics and realities here.
Here is the bottom line...
You don't see incubator companies turn into big pharma and there is a very good reason for this... It takes financial capital, distribution networks, expansive resources and often broader expertise than that which incubator's can accommodate.
So to continue to state that reality - by the same reality that exist across the broad spectrum of incubator's that are Ariad's size, bigger and smaller - is like stating the obvious over and over again and making it sounds like a revelation or reason not to invest here... Which quite honestly make no sense and illustrate a complete lack of grounding in what we are invested in here.
The reality is Ariad has the goods and it will be bought out. It has the science...
That's the only real question is when...
The technical hurdles they needed to manage through from last year (way overstated in my opinion) have been addressed.
Pona, Iclusig, new molecule and tons of intellectual property - in value of multiples (including synergies) to the current trade price.
I am shocked by the lack of grounding here.
