Ariad Pharmaceuticals Inc fka ARIA

[alphahelix1]

Just listened to call. Totally different dynamic from HB days. Can you imagine Maria C stepping in front of Harvey to answer a question?!

Most importantly Brig news continues to be very good. IMO this is the ARIAD story. Paris seems to know what he's doing, now he needs to execute quickly. Marty is clearly in the hot seat. The cost cutting axe is swinging - many of the 26/27 VPs will soon be history, empire building days are long gone. It will be interesting to hear what Paris does on the business development and pricing fronts.

Could be a head fake to improve buy out negotiating position, but it sure sounds like they're seriously considering a multiyear plan to optimize value. I would have preferred an immediate buyout, but at least we don't have to listen to Harvey any more. Despite the recent SP action I am optimistic.

ARIA continues to be an interesting ride.