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TradingPaper138

10/09/13 3:09 PM

#35234 RE: Moanrch #35232

Link ?
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TheFinalCD

10/09/13 3:10 PM

#35236 RE: Moanrch #35232

PLEASE POST LINK!!!!!!!!!! Message in reply to:

J.P Morgan New TP=$12 for Ariad
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Moanrch

10/09/13 4:24 PM

#35252 RE: Moanrch #35232

J.P Morgan $12TP, From J.P Morgan: "Our revised target is $12(from 428 prior) based on sharply lower Iclusig expectations…Our valuation is based on an average of our NPV and STOP scenario analysis. We now assign~$8.5/share for Iclusig, ~$2.5/share for AP113, and ~$1/share for cash/platform. As of 2Q,the company had ~$350M in cash.."