Replies to post #890 on Ariad Pharmaceuticals Inc fka ARIA

[DonShimoda]

Hey 2da,

Since I've been in the stock, Harv has told anyone who would listen that he was building a stand alone oncology company. The original MRK deal certainly was structured to reflect that goal (to the shareholders detriment, imo). I'm perfectly happy to let MRK maximize the value of rida in the marketplace. Personally I think AP534 is a much better candidate to build a stand alone company around. Back of the envelope (and assuming a 50/50 partnership structure), I think AP534 alone could be worth around $12 a share as a 2nd line treatment.