Replies to post #7554 on Ariad Pharmaceuticals Inc fka ARIA

[JJM760]

I like that hypothesis. I think it might be an attempt at damage control. If the market has another day like today tomorrow, that $7.50 re-test will be likely

[gdollasign]

our friend glass_half_full goes the glass half empty route.....

I will go with the Pona enrollment update as well with a new date many months earlier than previously stated

[BTH]

Their cash levels are a "problem", IMO. Not a big problemmmmm but, until they have a lot lot lot more money, financings will always be looming B.S. for shorts.

When you have solid tumors and other indications in '534 and a big trial about to start in '113, they need cash.

I'm sure everyone thinks having ~$75 million is wonderful etc., however, when you blow through as much money as biotechs blow through, until you have $200 million in the bank, it's never enough for a small cap biotech with no revenues.

NDA filing will bring in $25 million. And possible Ponatinib partnership will bring in something....but those are pie in the sky until it actually hits the finance statements.

[glass_half_full]

The only point of my post was to game out a rationale behind the switch from AM to PM press release w/o a similar switch to the CC time.

All the other projections (and many more) are possible, but they alone wouldn't explain the change in press release time.

It could also be a giant red herring -- but PSG asked for abject speculation on the subject and I did my best to oblige.

:-]