Replies to post #50195 on Ariad Pharmaceuticals Inc fka ARIA

[micanwait]

"There were scavengers willing to take Ariad for $10-$11, and now they are gone."

Right BR! And I'd bet that NVS was one of them. Now that they see they can't steal the company they may want to enter Denner's war games (bidding war, that is). As I have posted before, Ariad makes a lot of business sense for NVS.

HB's two best strategic moves:

1. Merck partnership
2. Board seat for activist hedge-fund manager Denner

[investor maven]

I agree, value has increased due to less financial pressure.
As the good clinical and financial result keep coming in, the true value of the company will become evident.