Good stuff JQ. I'm invested in Ariad for a long time. I've sold some but I'm still here mainly for the potential of Ponatinb. I believe it has good chance to become a monster. Lots of shots on goal.
As you say it will take time, but I would like to find out if Cortes is planning on presenting the 12 month MMR at ASH in Dec. If so, I think Ponatinib becomes the most prized, un-encumbered oncology asset left out there. As I see it, if Ariad goes alone that's great. The launch has started off really well and should get better as the word get's out. If the 12 month MD Andersen MMR is say 56-60%, it will really generate some buzz.
However, there are some significant BP's out there right now without a PD 1 or a Ibrutinib to go forward. If only Berger would shut his mouth and stop setting the stock up to get creamed, we might have something interesting. Stand alone or bolt on, I don't really care.
Thanks for the input and GL
