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biomaven0

05/15/15 1:36 PM

#191292 RE: DewDiligence #191288

>>aria

With a modest course change under new management I think the company would have a good future. Briga is the key asset, although their new magic and secret TKI is going to be of interest as well. (I have a strong suspicion what target they are going after).

Biggest long term risk to my mind is that combos with immune oncology start providing cures.
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ilpapa

05/15/15 1:55 PM

#191293 RE: DewDiligence #191288

Is ARIA really worth the bother at the current valuation?

Certainly on the ARIAD board, teeming with bulls. $15 bucks at least, as you know since you follow that board.

I own some with a good gain. Enough to hurt if Briga bombs, tho not as much as when Pona did.