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BTH

11/08/11 10:43 AM

#13973 RE: DewDiligence #13970

I honestly do not know much about her broader investment calls, but, having listened to on a few conference calls, she is not someone I would want to come home to if she is in a bad mood. But, that's besides the point. For all I know, she could be a decent analyst.

rurik

11/08/11 10:50 AM

#13975 RE: DewDiligence #13970

Dew - What do you think of her take on Ariad?

JJM760

11/08/11 11:32 AM

#13979 RE: DewDiligence #13970

I don’t think much of sell-side analysts, but McMinn is one of the better analysts covering the biotech sector



Maybe so, but as Don pointed out earlier, Merrill's 70% expectation after 57 days seems a little extreme after the Phase I results. Would you agree?