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biotech_researcher

08/19/10 7:57 AM

#1375 RE: BTH #1374

For once, I agree with BTH. Ariad is not going to partner with Novartis or Bristol. For maximum shareholder value, you want Ariad to partner with someone that sees the value of the '534 compound BEYOND CML. Remember, Harvey hinted at AML during the last CC. Novartis and Bristol would place '534 on the shelf for the last resort pts.
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biomaven0

08/19/10 10:04 AM

#1384 RE: BTH #1374

I'm certainly not recommending BMY as a partner - just trying to come up with a plausible answer why someone might like to try a combo.

Novartis is a conceivable partner though if the contract was structured right. But it's a long shot in my view because of the fundamental conflict.

Peter