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Re: biotechrocks post# 75998

Friday, 09/09/2016 8:32:48 AM

Friday, September 09, 2016 8:32:48 AM

Post# of 80490
BioTech....I think your thoughts are right now and a very objective and realistic take on what is happening. Also, I believe that much is going on behind the scenes which "we" don't have a clue about.

It is in Denner's DNA as you mentioned to be an activist which is all about coming in and getting out of companies with "opportunity".. In the case of Ariad he knows that there is much value with the science and the many, many avenues that creates an appetite for BP. His job at this point in time is to create a situation that is both an ongoing operation along with an attractive target for BO. Therefore he is in no rush and therefore wants to maximize shareholder value which benefits Sarissa along with many more. We the "retail longs" are literally the minnows swimming behind the shark (I for one like that position).

For sure, we don't know the exact timing and it is very difficult to predict when the BO will happen yet we all know it is coming. Thanks again for your cogent posts along with many others here as well. IMHO

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