Agree with this assessment. It's really what continues to worry me the most: the macro. I have plenty of time to get more ARQL if I really want it - its gonna be a long time before people get excited about this company after this blowup. Hell, you even had one sellside guy quoting that with this failure, the entire program is up in the air...which isnt true.
I have been wanting to step back into ARIA in a good way, and always looking for my spot. I just think that, heaven forbid, there is some really spooky event that kills the market, they're going to crush the leaders, at least for a scare-all trade.