Replies to post #3052 on Ariad Pharmaceuticals Inc fka ARIA

[BTH]

I can't really come up with a logical reason.

You could speculate that after the Ridaforolimus results are out, they are going to see how much money they need vis a vis a successful P3 will lead to needing less money (because they are getting royalties from NDA filing etc etc), and unsuccessful P3 will likely lead to The Harv going back on his word about not going to do a GLOBAL partnership (US 50/50 deal). Either of which really doesn't make any sense to me. If you need a partner, you need a partner - if the drug is worth a lot, it's worth a lot - regardless of what another trial in another drug is doing.

Certainly don't understand the necessity (stupidity) of broadcasting to the public that they aren't going to partner the drug for several more months. I'm 100% positive (by reading the analyst reports) that several firms were out there saying to accumulate bc '534 is an unpartnered asset - hence, people were BUYING because they thought (through listening to THe Harv) that a partnership was a lot sooner, than a lot later.

[lt56]

I'm trying to figure that out myself. What was the point of saying that. What could possibly be gained by linking RIDA and a partner in 534. It makes no sense at all to me. In affect he was saying forget about ARIA for a while because nothing is going to happen until the RIDA results.