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BTH

12/01/10 7:33 PM

#3692 RE: lax20m #3690

My personal thoughts (and experience with other biotech holdings in the past) has been: the longer the wait to analyze the data, the better. Any bio stock I have ever owned that finished a trial, and within a few weeks (or not an extended period of time) had the data: fail.

It's been suggested here that statisticians at the pharmas can pretty much tell early if its going to be close, or if its missed its mark by a mile.

By no means is what I am saying scientific in the slightest bit, but its just been my experience in the past.

(basically, ...I wouldn't be happy to see Ariad holding a conference call about the SUCCEED trial results next week, or in December for that matter).