Ariad Pharmaceuticals Inc fka ARIA

[BTH]

I generally agree with your take on the pps though I can't see the pps going lower than 3's even with a complete RIDA failure which is unlikely.

I don't agree.

ARIA needs a validated compound. Hitting the target with their mTOR would be a huge validation of their clinical compounds. I think if Rida fails 30-40% falloff could be in order (I am basing this on watching what other bios do when their candidates fail). If Ariad didn't have '534, and Rida failed......it would be horrific ..ie., 75%.

But, one thing I will say. I don't know where ARIA will be trading at the results. For all I know, there could be a run up in the stock and it would be trading at $7 at that point, prior to results. Many factors at play for the price - including endometrial results, new trials, '534 SPA, '534 partnership.