As a long term investor in Aria, I really don't have any issue with an offering here. I think the market would digest it fairly well. From my perspective, the more of Ponatnib and 113 Aria keeps, the better for it's shareholders down the road.
This chart from NVS’ 2Q11 CC shows how hard is it for Tasigna to make inroads against Gleevec, even though Tasigna showed statsig superiority to Gleevec in randomized phase-3 trials and both drugs are marketed by the same company.
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