Ariad Pharmaceuticals Inc fka ARIA

[Whosetosay]

It's all about the buyout now. That's what our price says.

- Need more cash, maybe $500-$700m until profitable
- Rev's this year $60m at best. New uses 1-2 years out.
- Iclusig recovery from Oct. underwhelming.
- '113 almost back on track.
- Rida abandoned by MRK, it's not approved for anything.
- 3rd Candidate to be announced, no money to develop it.
- legal woes ahead?

So how much is one approved drug, one close and a few odds and ends worth? If they were to announce an Alzh trial, that would be great, but apart from that $15 pps b/o today? Not sure we'll stay green today, but at least we didn't tank.