Replies to post #2362 on Ariad Pharmaceuticals Inc fka ARIA

[BTH]

Trust me, I can guarantee you that IF the SUCCEED trial does not meet its endpoints, the people who have been holding this stock for 15 years will be proclaiming, "We're not in this for Ridaforolimus, we're here for '534."

Which is all fine and dandy, however, without Ridaforolimus, Ariad is like a rocket WITHOUT a launching pad.

[JJM760]

Thats what everyone believed would happen if we lost the Lilly lawsuit as well. But the stock went up. I'm not saying we would go up if SUCCEED failed, but it may not be as bad as you might think. Imo, $3.85 is cheap just on the value 534 and 113 alone. Rida really is Merck's baby now. I guess we shall soon see.

[nagpost]

I didn't say 50% was just a dip. If ARIA went down to $2 I think investors would be buying all they could just based on 534 possibilities.

I guess your and my estimates of how far it would dip on a Rida miss are just different, can't see it getting a 50% haircut as you think it would.