Vid , great posts about the Ariad sage and Denner who has created the dynamic management structure to incorporate ALL of the elements required to grow and get to a BO that will surely maximize shareholder value with an agenda that is focused and unambiguous.
No matter the debate, clearly Ariad would not be where is is today without his leadership and strategic plan along with "almost" flawless execution. No one is perfect but I think Denner and his team have created an enviirnonment that instills confidence which is essential for going forward And for me the proof is when things are not going to plan ( i.e. The pricing problem) and the ability to get back on track, not panic and continue to be focused.
If we are looking in the rear view mirror (which I for one don't find particularly productive) perhaps we should compare the 2.5 years after the 2013 Crash under HB-etc vs, October 2016 Pricing problem and compare where we got back to and how long it took.
My logic from my first investment in November 2013 was that it is a good company with a lot of potential and now as a minimum there is absolutely no reason why the pps should not return to the pre Crash level. It's amusing to read that some here don't even think that is possible with so many other positive developments with more to come. Let's all remember that BP is not buying a company for what it IS today but what it COULD BE tomorrow.
What is really exciting is that better days are ahead INDEED.
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