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Whosetosay

11/16/11 1:04 PM

#14234 RE: DewDiligence #14231

Dew, disagree. I don't think HB dumbs it down for folks like you or anyone on the board, here or over at BV, or certainly anybody in the business.

I think he recognizes there are alot of biotech investors/investment managers, some of whom were in that audience or on the web call, whose knowledge is more likely swayed by some of the misleading headlines out there that while correct, antipodally evoke the incorrect inference, e.g. the number of deaths in the trial, the (lower) AR %'s., etc. I see it as a way to address durability to the less savvy, not pumping to anyone. Those in the know don't need to be pumped. Those not so informed need to be taught what to focus on, even in the simplest of ways.

To serious biotech investors like you, I could see why you think it is pumping. To the less savvy, it's information.

JJM760

11/16/11 1:05 PM

#14235 RE: DewDiligence #14231

Both of those messages you linked are the words of posters on this board. As far as the Pona NDA, Ariad should be getting their ducks in a row it at this point for a filing.

As far as Ariad as a short, I think that would be a 50/50 bet at best. Certainly not a "top pick". Personally, I think you have your nuts twisted about Ariad after all of the endless pumpers on this board and someone posted some stupid comments directed at you.

FWIW, I am a huge fan of yours, but Pona and 113 are not LaViv.