Ariad Pharmaceuticals Inc fka ARIA

[bellweather1]

Vid,

You sound soooo weary and long-suffering(almost Jobian)-

Wow Is You... lol

I have been in this stock in a large way since 1999.

In view of that, I see no point in getting too exercised, or wasting my breath, on this growth pangs speed bump.

I think it's evident that the only real risk to our longer term growth story is the egfr application in NSCLC(and beyond).

And IT IS both a real question mark(and risk), in so much as that although the ALK+ NSCLC application should, along with Iclusig, more than justify a $30+ valuation,

the real possibility of headline risk from a distinct egfr setback could put a real crimp in our growth style...

Therefore, I think a significant measure of the market's reserve here relates to waiting for more clarification(and confirmation)on that front.

So, regarding egfr, I'm as concerned as anybody else, but beyond that, there's really not a lot more to say about it until we get some relevant data.

Best(old man-Ha Ha),

bw