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BTH

Re: iandy post# 19837

Monday, 06/18/2012 8:56:27 PM

Monday, June 18, 2012 8:56:27 PM

Post# of 80490
I am curious.

What are your reasons for NOT lightening up? Do you think Ariad is undervalued here? (it is $3 billion market cap, and yes, Ponatinib is a layup, but may very well be baked in at current valuation). Are you afraid of missing a buyout potential? If Ariad didnt have 113, would you think its fairly valued?

For the record, I think 113 CAN add a new dimensional upswing to the stock.

Thanks, I am just curious as to sentiment as to why one would not sell stock at current valuation.
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