Replies to post #13981 on Ariad Pharmaceuticals Inc fka ARIA

[JJM760]

the complaining about McMinn strikes me as the message-board equivalent of post-hoc data mining

Critics of Pona are not received too well here on the Aria homer board, however Pona in the T315 setting is essentially a lock (as Peter has stated).

The 10+% sell-off after ASH preliminary results is overdone, IMO.

[iandy]

I think the heavy criticism on this board of McMinn’s expectation for “pristine results” is misplaced.

I went back and read the Merrill Lynch Report(Consolidated) as posted on this board.

http://www.investorvillage.com/smbd.asp?mb=636&mn=444&pt=msg&mid=10733149

I think she did expect more “pristine results”.
I should have read her initial report prior to opening my mouth.

Thanks
Andy

[gpo344]

Rachel McMinn is saying that investor's expectations were for pristine data, which is why the stock price is declining. Her neutral rating was pretty accurate, considering that it came out when ariad's stock price was around 12.5 to 13. I don't have a problem with her except for the fact that I would like it if she was more bullish on ariad, which she may yet be.