Sikm, Interesting references you have brought back. The 2015 post in particular points out how little credit should go to Denner and PP for their 6 month gestation of a strategic plan. It is almost word for word identical to the one HB presented in 2015.
The one thing that Denner did do was hire Elona. That had a $1 speculation impact. The rest was '113 advancing, something that Denner didn't have a single thing to do with.
br, thanks for reminding folks I have been hammering Ariad for years to raise prices on Ponatinib. Now that they have finally seen the light I showed them again in late 2015, Pona revs will play a more significant role. Back in 2014, the BoD flat out rejected my call for price rises. From the 2014 AGM, I updated this ihub community :
Back then, I hadn't yet figured Denner out. I have his number now. For those that wonder, I'm no fan of Denner's.
Over the past 3 years I have hammered Ariad management to get rid of the legacy BoD, much less dump Maria Cantor, change compensation policies, and increase Pona's price.
In October of last year, I wrote a detailed letter reiterating all these topics. It's as if Denner in 2016 went point by point down the plan and executed every suggestion. As for the pricing one:
I don't just post here for fun, I took action to benefit shareholders. I think those efforts had a big effect. Trust Denner paid attention then and still does. BoD gone, Cantor gone, Pona price raised, compensation plan changed (somewhat). Denner stays plenty concerned still, especially since he recently spent $100,000 to try keep me quiet because I had turned my attention to him. It's going to take more than his efforts to date. Of course they hired more lawyers, too.
BTW, Denner shouldn't think that he's 'off the hook' quite yet. Other things are in play still. They take time to materialize, but they do.