Replies to post #10958 on Ariad Pharmaceuticals Inc fka ARIA

[lax20m]

Enjoy the summer and the profits. Don't be a stranger.

[qutrader]

Thanks BTH and enjoy the rest of your summer.

Like I said earlier today, my gut said to sell today, but I stuck with it. I will probably ride it close to earnings and then decide whether to risk holding through earnings. My thought, however, is that the risk/reward of the call is not worth it -- more downside than upside -- I think the NDA is essentially baked-in, as is the early enrollment of Pona trial and the start of the 113 trial (these last two events not likely to be announced on the call) -- only surprise upsdide I see is Asia partnership for Pona.

[galtjohn61]

Thank you

A very interesting development on your part. Congratulations on your decision, one never knows in these quite uncertain times.

Mito

[Whosetosay]

Adios BTH, Enjoy the Sierras and your bag o' gold. Your partner is correct. We'll still be here when you get back.

I will be taking volunteers on who will take over irritating BR until you return.

Check in once in a while.

2da

[glass_half_full]

<golf clap>

I admire the discipline -- that's the part that eludes so many. Was it Buffet's old line that one should be "fearful when others are greedy"?*

If you can really take some time off and enjoy some peace in nature (not sure where you usually are), that should be great on lots of levels.

And when you get that yen for the biotech binary experience again, I'd like to think that ARIA will be around with some compounds in some trials.

I don't know how you found all the stuff you found, but your contribution to the source material we all had to work from has been incredibly valuable.

Thanks much and have a safe and enjoyable summer!

Cheers,
David




* I guess his new line is "how about the taxpayers give Goldman a shipping palette of cash so they can pay me 9% on my senior preferred" -- sheesh, how times have changed.

[JJM760]

Great trade bud. I have been thinking of lightening up the load as well. I intend to peel some off very soon and hold a healthy position for a few more years. I'm sure I will sit on the beach this weekend and think about it. Btw, Cris could break loose here (nice close over $4 on 3x the avg volume). Could get real interesting on that one as well.

Thanks for the great work, enjoy!

Regards, Joe