Ariad Pharmaceuticals Inc fka ARIA

[DonShimoda]

With both gleevec and tasigna, novartis is probably out. BMS could be interesting but risky in that 534 may end up with short shrift vis a vi sprycel. I'm also not in love with the idea of MRK in control of both rida and 534...basically that's akin to selling the company but without the benefit of shareholders getting paid.

Of course ariad could just partner non-US and keep 100% US but that would be a mistake, imo, in terms of maximizing the value of 534 (but it would facilitate Bergers goal of building a stand-alone oncology company)

To maximize 534's value you need multiple bidders but unfortunately none of the best players are a great fit. What do you think about Pfizer as a possibility?