Replies to post #12566 on Ariad Pharmaceuticals Inc fka ARIA

[orphys13]

Depending on the upfront $$$ and the royalty rate they offer, the fact that in Europe with the more stringent cost reimbursement polices which will keep Gleevec #1 once it goes generic, and the fact the uprfront $$$ may avoid another dilution, all could sway HB to sign the papers.

[bellweather1]

Not unless they get a very high payout-

His posture, which he can afford to maintain due to his co-promotion situation, is that he would prefer not to.

It gives him the leverage either way.

In view of the above, I agree with his reluctance.

[lax20m]

I think Berger's "greediness" serves us well now (allows for the greater possibility of buyout, allows us to sell rights later at a much appreciated price etc) but will be to our detriment later (if he tries to go this alone and commercialize this drug or any others throughout the world on his own I think we are looking at some problems)

[NP1986]

I think the decisive factor will be if Ariad has enough cash to launch a trial next year for a 1st line indication in CML.