Would really think that if I was a very large pharma that was "kicking tires" on Ariad at $3.5 billion marketcap, it's looking a lot better at $800 million marketcap (*assuming they don't think Ponatinib is worth nothing w this recent debacle).
If I were the CEO of a big pharma that was interested in Ariad, I would be sitting on the bid, all day long, buying everything in sight up to 20% of the entire company.
Is there a poison pill in Ariad anymore (I haven't paid much attention to the story in months)('113 was of more interest to me than Ponatinib).
Sorry...I can't answer any questions about what happened recently ---- so please don't ask--- you guys would know more than I would. And I have no comments on future price as well...