Ariad Pharmaceuticals Inc fka ARIA

[glass_half_full]

We agree on many points, but I think partnering '113 is a great move. I have for a long time: http://investorshub.advfn.com/boards/read_msg.aspx?message_id=93893300

The underlying question is whether you think that Ariad has the real lab and repeatable molecule design capacity that has been attributed to them. If you do, then I'd suggest not being too attached to '113.

'113 has a well defined patient population, a(n increasingly) well understood side effect profile, and a pretty clear path to approval. Most of the deep thinking has been done -- now what '113 needs is heavy lifting.

Ariad should get as much as they can for '113 now and use that to move forward their invention process. If they really do have a bench that can create new drugs on a regular basis, then that is Ariad's competitive advantage and they should focus on that.

That's not to say that they should sell of drugs they don't need to sell. But that the luxury of keeping drugs and running the trial-approval-marketing part has been pushed off by Iclusig's anemic return.

I'm just disappointed that it took them over a year to adopt my suggestion -- perhaps Denner didn't see it as the "baloney" that one responder here thought.