Replies to post #49070 on Ariad Pharmaceuticals Inc fka ARIA

[lax20m]

I didn't say he was bailing. Also he isnt giving up any money. His investment is in the green. If he got on the board to help effect a merger and finds that a merger is not going to happen then you should expect him to depart sooner than you think. Guys like this don't have buy and hold periods that are 5 years long. He isn't a mutual fund.

As for holding 2 more years. I have no interest. I've been holding long enough I want my rewards sooner than that.

[Whosetosay]

gdoll, I fear Denner bailing also, as do others I've spoken to. I'm with lax and dog.

Stocks on the 'come back in 2 years' plan, the stock usually fails. Too much has to go right. I recall seeing that Denner is already stuck in a few of those. And Iclusig seems to disappoint with some regularity.

I hope Denner prevails on Berger. A few analyst reports came out and there is no love. $8 targets, have yet to see much value assigned to '113, $1 or 2 in the price. The only ind that gets us to $50 is FGFR, now $0. Oddly, the reports read like unrefined drafts, like whoever wrote them wasn't all that interested in this trading stock.

The ASCO aspects will be public next week. They will contain data from the September data cut. To align with the ongoing Iclusig regulatory submission the Phase I and PACE presentation at ASCO will use a January data cut. However, the PACE presentation will also include updated data on dose reductions and later Iclusig events through April. TC Seeking A

ASCO data will be from September 2013, available on May 15. So, on May 15, we'll know most of the GIST, '113 impact. Updates thru April only in Ph 1 and Pace. The presos will offer dose reduction data, expected to be good. Post ASCO, there is a dearth of trial news from Ariad for over a year until latter 2015. During that year, the share price could be kicked around far worse than it is now.

I suspect whatever we get May 15 is it. Ariad must jump on it.