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Thursday, 12/11/2014 8:42:29 PM

Thursday, December 11, 2014 8:42:29 PM

Post# of 80490
With the ASH results showing that Ponatinib is toxic to even new users at low doses, I expect the Ponatinib franchise is now for sale, where a larger firm will be able to determine if value can be extracted from this compound. Today's high volume sell off seems to support this thesis. How else can you explain that Ariad has not mentioned any new partnerships, or new trials? GIST should have started, it has not. Citi says it is a sell and worth $5, CS says its an underperform, and worth $6. I'm more optimistic and say Ponatinib is worth $4, '113 is worth $3, and molecule new is worth $2. So, to big biotech, Ariad is worth $9 in a buyout. I hope we can get that.

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