Ariad Pharmaceuticals Inc fka ARIA

[glass_half_full]

Agreed -- as long as you don't think that Ariad's lab is all it's cracked up to be, then the partnership of '113 is a mistake.

As for delivering drugs, I agree Ariad has fizzled -- but the question is whether we attribute that to the lab or to post-discovery management (the functions that would be done by a partner).

Whatever we think of the Pona partnerships, I highly doubt '113 will go on the same terms. Pona is murky. '113 not so -- an Excel sheet could model '113 in a way that most people can agree on, which makes negotiations easier and the price higher.