Ariad Pharmaceuticals Inc fka ARIA

[AK-PROARIAD]

You only have negative input. You dont mention that other drugs of this class have similar side effects. 8% vs 11.8% may not be as clinically relevant as wall street assumes. Given that the drug works, doses will be lowered and financing will most probably not come from dilution (because of the stock slide), an offering is unlikely. Once the FDA and Ariad come forth with a plan, there is still hope for this stock. As far as we know now, we are simply looking at 11.8% vs 8%. The data has not been stratified as of yet and the drug has not been retracted. With nearly 2/share cash, it is unlikely that the
cash plus ponatinib plus 113 is worth a mere 4.25. If the company does take care of PR we may see an upside.