ARIA - I am still a bit sketchy about the market potential for Sarcoma but assuming ARIA is able to garner a deal for 534 in the 75-100 million range it seems to me that the worst that could happen if the Sarcoma trial fails is that the marketcap will fall down to around 200-250 million which is close to what the MC is right now. ARIA is not a binary in the same fold as ACAD or PARD which were true binary stocks.
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