Ariad Pharmaceuticals Inc fka ARIA

[Whosetosay]

Not sure what Denner thinks about Pona besides seeing potential in it, but as I said some time ago, I do believe BP could become the next Avastin in combination therapies. A standalone Ariad would never accomplish that. '113 will eventually succeed, and '788 could add sizzle, but not big value for 2-3 years.

A b/o is the only course of action for all stakeholders, to do what is right for the drugs, patients, docs, and for the shareholders. Whether we borrow it or dilute, cash consumption is what holds this company back. It will take years and years to build revenue momentum beyond b/e if Ariad were to try to develop its drugs. Best to sell the whole lot off.