I agree 100% with you regarding Ariad "needing" to partner '534.
They don't "need" to for monetary purposes. They "need" to for all the other reasons that come along with having a large bio-pharma sponsor. Clinical trial expertise, funding combo studies, clinical trial designs, collaborations between smaller company and larger company, etc., and, of course, money.
Ariad has a much stronger balance sheet with the Rida deal. Yes.
I do not care what others here (who have been shareholders for, gulp, 10-15 years?) say about 'not needing to partner'. They're right, they don't 'need to partner.' - But, it would be the responsible thing to do. It would rapidly increase the clinical trials, it would rapidly increase combo studies, and all the other reasons I have listed above. Ariad doesn't need to give away the far in the U.S.
IMO, I think an equity stake from a large pharma would be a great idea. The problem is this: the current stock price. I don't want my shares diluted at these levels. $8-$10/share equity investment - go right ahead!!! It's MUCH better than giving it to the swines at BVF and Orbimed who only want to make money and play games (like shorting etc.) into equity investments.
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