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bellweather1

10/17/12 3:36 PM

#23054 RE: vidpok45 #23053

I agree-

essentially what I said, in so much as that there are obviously so many ways Ariad can advance their programs and market cap.

Therefore, I really don't care whether they advance the next compound now or later.

It just seems much more likely to me than not, because, unlike the Harvey of old, the CEO has exhibited much better discipline regarding expectations management than he did in the past.

Part of this is probably due to the fact that he has the luxury of doing so because he has so many legitimately positive developments to discuss, that's there's no need for him to exaggerate.

Another factor is that, as a major shareholder, he's probably more concerned with, and probably more effective(due to a learning curve) at protecting corporate credibility vs missteps of the past.

So, from my POV, when he hints so aggressively and consistently, it suggests that something's up in the very near term.

But, like yourself, I'm not really concerned either way...

Still the "Arrogant Ariad Bull"!