Ariad Pharmaceuticals Inc fka ARIA

[bellweather1]

A lot of that "wariness" is evaporating right now, as more and more major players conclude that the value of ariad w/o rida is substantial(and continue to accumulate),

and that even if Succeed fails, Rida's utility in other cancers and combinations reduces the potential downside of a disappointment in sarcomas.

In fact,many majors appear be in the process of trading that wariness of a potential pullback for wariness of missing the imminent runup.

Therefore, the suggested strategy of waiting for a rida-related pull back looks more and more like a loser to me.

As always, just my take.

Regards,

bw