Replies to post #990 on Ariad Pharmaceuticals Inc fka ARIA

[BTH]

Thanks. Sounds about right.

Who do you think would make the most sense for a '534 partner? As you mentioned BMY and Novartis, IMO, are out (Pfizer too, because they have Bosutinib in P3). It would make no sense for Ariad to partner with a company in which '534 would compete against the partners own internal drug (regardless of what '534 can do).

My bets are on Merck, or Celgene. Merck, because they have no CML or AML (from what I am aware of) drug and are still low on the oncology totem pole in big pharma. Celegene because they have a lot of experience with blood cancers and I think '534 would fit very nicely into their portfolio.