Ariad Pharmaceuticals Inc fka ARIA

[glass_half_full]

Maybe Merck paid Ariad $70 million, not for sarcoma, but because their IGF1R inhibitor won't work well unless combined with an mTOR inhibitor.

Fine by me.

IIRC, IGF1R is a significant factor in prostate and breast cancer -- a far bigger market than just sarcoma. Whatever they plan to use it for, it means FDA approval (= milestone $) and sales (= 10+% royalty $).

Long term, not a problem.