I think my main point is that Pona alone(if it continues to follow the performance path that it has and "should") will get us up into the high teens by itself(though possibly over a longer time frame than currently anticipated)without consideration of Ariad's other assets.
Since I don't think the likelihood of "error"(in terms of basic performance) is meaningful for Pona in cml(relative to the potential for error in any drug related endeavor),
that only leaves the other programs for "room for error" consideration(i.e., IMO, the potential for downside error is already largely taken care of.).
Therefore, to my mind, there may be more substantial room for error on the upside in terms of the ultimate performance of 113, etc., but with pona in the bag, that's the kind of potential error I'm not too worried about.
Another way of putting it would be to say that, although there may be very little room for error, there is even less likelihood of it(essentially my position).
Place your bets!
Regards,
bw