Ariad Pharmaceuticals Inc fka ARIA

[BTH]

FWIW, I am much more confident in ARIA now than in the past (meaning last year at this time).

They really need to get a '534 partnership and mucho cash BEFORE the SUCCEED trial results, however. They just have to get this done. It would entirely mitigate any negative result of the trial.

One thing I am really on the lookout for is the endometrial results from the NCIC. Final data collection for endometrial results sponsored by Canada, say July 2010. I do not know when Merck will have results for their own internal, blinded study. If the blinded, randomized study meets its goal, then I think Rida will have hit a home run. If it's negative, I would be extremelyyyyyy cautious on the SUCCEED results. Either way, I fully expect endometrial results to be out before SUCCEED final analysis.

Personally, I'd like to see ARIA taken over. And it's not going to be taken-over for $65/share....I'd be thrilled with $15