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JJM760

02/14/11 10:08 PM

#114773 RE: mcbio #114760

If I may, indulge my conspiracy theory for a minute. I may be looking through rose colored glasses here, but I have got to believe that Mrk has given at least a thought about buying Ariad. So if you are Mrk, why say anything when any Rida announcement would have zero impact your pps, but it would certainly send Ariad's up significantly. So why start essentially bidding against yourself?

I am certainly not counting on a Mrk buyout, I think the company is in a good position without it. Just a logical reason for Mrk not saying anything about the Succeed trial (other than that's what they normally do).

Thanks

BTH

02/15/11 9:43 AM

#114799 RE: mcbio #114760

I just can't pull the trigger when I have what I think is a legitimate question/concern that has yet to be addressed (MRK's near silence on the rida Phase 3 results save the brief line in the PR).



LOL. Now, why on Earth do you actually think Merck would not submit an NDA after the trial met the SPA endpoints? You think they wasted hundreds of millions on the drug and trials, and then wouldn't submit an NDA because they might get egg on their face??