Replies to post #51705 on Ariad Pharmaceuticals Inc fka ARIA

[STOCKSEEK]

Are you kidding me? That will provide relative certainty on one dimension of future cash flows and certainty is good but rarely exists in valuation. This one dimension standalone doesn't come close to representing the full value of the IP in this company.

I am starting to think you are much newer at this than I originally thought.

I'm sorry for being pointed but come on... It's becoming tiring.

[micanwait]

Yes, the public announcement will be in Oct. But, someone may already be privy to their thinking.

Inside information. It would not be the first time.

[oldchemist4]

A potential buyer (if on e exists - I am nervous) would value pona at what it is bringing in today, with some probability factor for non-US income.

But my opinion is that a potential buyer would only be buying the pipeline and the discovery team, and that pona - in any market - is just a nice plus on top of that.

Who? Well, CELG has been mentioned here before and they appear to be aggressive (and good!) at picking up platforms and pipelines. (And if they can get thalidomide back on the market, then their reg affairs folks should find a few blood clots easy to address!)

Just my completely uninformed opinion......