Replies to post #20594 on Ariad Pharmaceuticals Inc fka ARIA

[Whosetosay]

There must be some, albeit relatively modest consideration of a few intagibles in the pps, i.e. the proprietary lab techniques/molecules in progress, and, irrespective of what some would deny, a buyout premium. I think the adjustments would be to mostly lower 113, shave pona a bit.

Most biotech buyouts have a mild, yet incremental positive impact on ARIA pps. '113 data will be provide whole dollar changes to mix, and redistribute/adjust the respective components in the price accordingly.

[BTH]

To be honest, I truly believe there is about, maybe, $1.00 being valued in 113 right now.

Rest is cash and Ponatinib, and about 50 cents worth of Ridaforolimus.

I don't think anyone has focused on 113 at this point - I think the reason you are seeing price target increases is because they are trying to factor in 113, as their old targets were fully baked Ponatinib and only Ponatinib.