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micanwait

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micanwait

Re: kipster210 post# 45213

Monday, 01/27/2014 6:52:04 AM

Monday, January 27, 2014 6:52:04 AM

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Kipster-- Thanks for this excellent analysis.

Just one minor point..
"I have a hard time believing ARIAD would merge with a company HB does not like."

He only has to like the offer not the company. He has a fiduciary responsibility. HB is a tough guy, but he is not crazy.

I should add that in the patent dispute HB, imo, was completely misled by his lawyers and perhaps even by his in-house lawyer. If HB were given truth serum I think he would admit that Aria never had a chance and that it was a waste of a huge amount of money.
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