Ariad Pharmaceuticals Inc fka ARIA

[JJM760]

I think BTH has a point. MRK's commitment is prob based on it's value in combo in so many other applications. Not b/c of the Sarcoma trial. If the trial is a success then that's the icing on the cake. I have not read anywhere that the SUCCEED trial is a slam dunk. Nobody seems to really have a solid grasp of the outcome of the trial. I remember the guy who used to write on Seeking Alpha (Justin somebody) thought it had a 70% chance. He seemed to be the most optimistic of anyone I have read outside of this board and he prob isn't as knowledgeable as some posters here and on BV. I have a little trepidation holding into the trial. If we get a nice run (not that this one hasn't been nice) I might sell half just in case. Buy back the rest after. After the trial, it's a no lose IMO.