A lot of that "wariness" is evaporating right now, as more and more major players conclude that the value of ariad w/o rida is substantial(and continue to accumulate),
and that even if Succeed fails, Rida's utility in other cancers and combinations reduces the potential downside of a disappointment in sarcomas.
In fact,many majors appear be in the process of trading that wariness of a potential pullback for wariness of missing the imminent runup.
Therefore, the suggested strategy of waiting for a rida-related pull back looks more and more like a loser to me.
As always, just my take.
Regards,
bw
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