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Re: vidpok45 post# 35871

Tuesday, 10/15/2013 11:15:22 AM

Tuesday, October 15, 2013 11:15:22 AM

Post# of 80490
Vid, I don't think $2B unrealistic at all (though I don't think Ariad will be sold).

Ariad has ap. a year's worth of money at current spending (which can be
curtailed to extend available time). So, there will be no fire-sale.

If they're back on track by the end of the year (as Dr.Berger stated), market
sentiment will change on a dime.

I just read thru the posts (links fr. zip, THANKS!!) by p3analyze and jq, and it's
very calming to consider the medical/scientific side of things. Away from the
mad world of the "street" and the sharks circling about, it's just a matter of
understanding the issues, and solving problems.

The painful reality is that we're sitting on a huge loss, with weeks of uncertainty
to look forward to. And I say weeks, since I think we'll have at least enough
info as we move toward ASH, to set expectations in some reasonable direction.

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