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glass_half_full

01/28/15 3:16 PM

#59003 RE: Whosetosay #59001

Agreed -- as long as you don't think that Ariad's lab is all it's cracked up to be, then the partnership of '113 is a mistake.

As for delivering drugs, I agree Ariad has fizzled -- but the question is whether we attribute that to the lab or to post-discovery management (the functions that would be done by a partner).

Whatever we think of the Pona partnerships, I highly doubt '113 will go on the same terms. Pona is murky. '113 not so -- an Excel sheet could model '113 in a way that most people can agree on, which makes negotiations easier and the price higher.
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biotech_researcher

01/28/15 4:14 PM

#59005 RE: Whosetosay #59001

This is 100% of a certainty:

"The lab is getting better but I am thinking cures from other company's technologies will be coming at some point, overcoming the Ariad/other pill maintenance model."