Replies to post #14683 on Ariad Pharmaceuticals Inc fka ARIA

[Bxofscidad]

Asian Partner


I still think an Asian partner is not only a possibility but a probability. If you believe his "no financing " comments and take into consideration the new Asian 100 patient trial scheduled for next year, then it is obvious that he plans to ink a deal for Asia.

As he alluded to in his last conference, initiating an Asian trial can only add to the value of a Pona partnership. I think he intends to maximize the value before letting out part of the market (Asia). We clearly do not have the cash to complete Pace, go forward on 113 and take on this Asian trial, not to mention the start of a head to head against Gleevec. In fact, with all that on the plate, unless HB believes that Rida will sell enough to trigger the 200 Million Milestone for reaching a sales level (and if he does, he is probably the only person that believes that) we will probably need both, an Asian partner and another dilution.


JMHO
Barry

[IIIverson]

ARIA is undervalued.


ARIAD has CASH and will get more soon with RIDA milestones... that is more than enough money coming from there to pay for the other operations.

It's more about the market cap than shares outstanding.

[JJM760]

My guess is he is waiting to release the results and then sometime after ASH we should know who our partner will be. He can't have it both ways. He can't say no dilution and not partner. I am real curious as to how much a big pharma thinks this chunk of Ponatinib is worth.