Replies to post #130975 on Biotech Values

[DewDiligence]

ARIA—If that's your thesis, it's a lot simpler to just short a high-flying stock like CELG than gamble on whether or not Ariad's pipeline is going to be successful or not.

I don’t expect the crackdown on expensive cancer drugs to be applied uniformly. Rather, I anticipate that new drugs such as Ponatinib will bear the brunt of the storm.