Ariad Pharmaceuticals Inc fka ARIA

[STOCKSEEK]

I assume this is directed to me... So will respond as if it is:

My due diligence gives me great confidence in their science - I also believe their IP depth is profound and is of great value - in some cases best in class. Value in my opinion is multiples of the current trade price.

I believe the time has come where big pharma synergies, distribution, product development pipeline management and marketing power coupled with this science could advance their go to market by leaps - benefiting patients and other stakeholders.

HB needs to acknowledge that and I give him full credit for their IP, but success now requires substantive and effective commercialization... that is where in my opinion he has had only modest success despite scientific brilliance.

The opportunities here with getting this right are massive.

I don't think he is the right guy to commercially leverage the IP he has created.

JMHO