Replies to post #50524 on Ariad Pharmaceuticals Inc fka ARIA

[galtjohn61]

A very good synopsis of this AM presentation by management.

To clarify on the 'partnering' it would only apply to AP534 in Japan and perhaps one or two other Asian countries. According to management assessment '113' will 'not' be partnered nor any other drugs that may be on the shelf. That brief exchange came from questioner inquiring about needing money again next year and wondering if Ariad would consider the '113' issue of partnering to help raise funds.

So i guess we shall, wait & see, wait & see, and wait & see. Or more of same, which ever comes first.

Then again, who knows. Maybe 'bellicum' or 'medinol' will surprise one day. Perhaps they will pull off a deal or two in Asia that may inspire.

With the recent hires, plus Mr Cole, and Mr Denner added to the franchise, they should certainly have enough 'brainpower' to do something constructive..


galt

[puravida]

Thank you for this summary

[aura]

Excellent work indeed. Thanks for sharing your observations with us.

[Jesspro]

Good sharing Mican, thanks....

[Casablanca]

Mican, thanks as others have noted for the fine summary or your observations on this morning's meeting. I listened to most of it on webcast. The only slight difference in what I heard concerned partnering with another firm in Ariad's drug candidates. It sounded to me as though the interest was not at all strong and there is a sense among senior management and presumably the BOD that Ariad will forge ahead using its own resources. Thus the specter of a raise in 2015 seems increasingly likely if Iclusig revenues don't substantially rise. One other item of interest was the commentary on the investigator sponsored trials experimenting with Iclusig in any number of indications.

[investor maven]

IMO the pereferred buyout scenario would be one that retains ARAID as a seperate subsidiary, similar to Imclone, Millenium and Genzyme.

That way the rapid and effective R&D can continue as well as the "high touch" apprach to patients and physicians that ARIAD excels at. The core managment would stay on, so less resistance.

Difference woudl be that there would be enough funds to expand trails on the various likely indications and allow managment to focus on that rather than raising funds.