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lax20m

06/09/14 12:36 PM

#49944 RE: rumrunner528 #49942

Well reasoned logic. Agree completely and I too would take 20 bucks a share.
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AmpleKind

06/09/14 1:08 PM

#49953 RE: rumrunner528 #49942

rum, I'm a bit confused: are you saying that Ariad is
worth more than $20pps/3.85billion, but that is all
we can get because Wall St. hates us?

I'm not disagreeing with you, I'm just wondering how you
arrive at the "real value" of Ariad. Are you counting huge
success for 113, broad 2nd line use of Iclusig, and the
impact of the upcoming "miracle" drug?

If all of the above turns out to be correct I would value
Ariad higher than 20pp, but of course it will take a while to get there.