Replies to post #15750 on Ariad Pharmaceuticals Inc fka ARIA

[BTH]

OMG! Roche is based in Switzerland!!!! If you liken the thoughts of some in the past that Ariad's HQ in Boston is located in proximity to Novartis so they are a likely acquirer, you gotta love Ariad setting up shop near Roche! (LOL)

:o)

[micanwait]

Thanks Barry. I'd like to add a few thoughts..

No partnership. Berger is a gambler. Assuming Pona gets approval, he would prefer to have a company worth $100-200 in a few years rather than one worth $50-100 and for this result he is willing to risk using a rookie sales force vs. big pharma pros. He seems to think the drug is so good it will sell itself. This does add risk for shareholders but also broadens opportunity.

The lab. His presentation gave special emphasis to something important. The small molecules that the lab produces are totally resistant to mutations. This is not by accident but by design. Further, the molecules are not discovered by sifting endlessly though a sieve but by careful molecular chemistry. This shortens the timeline for new candidates. Once again, imo, Berger is saying that the real value of the company is not its pipeline but its lab.

Berger's confidence --- Off the charts.