Replies to post #35388 on Ariad Pharmaceuticals Inc fka ARIA

[lax20m]

The problem and the reason we will continue to see little recovery in price is because EVERYONE (or almost everyone) wants exactly what you want. To see some appreciation and get out. Selling pressure would be enormous if this things price went up, so any price climb will be met by selling and price drop. Hell I'd be selling in a second.

[Whosetosay]

rum, You are 100% correct about what morale must be like.

Still, I'm almost sure those options can be repriced (correct me if I'm wrong). You, I and mican? got a glimpse of that board. Not sure if you agree, I think they'll likely be in synch with HB's thoughts. There may a bunker mentality in play.

I think he still thinks this is temporary, knows he's getting 20% of the market (T315I, refractory) market eventually, at 45mg or 30mg, whatever it takes. And I think he thinks 30mg gets all the other opportunities back. Plus, he knows what's going on in the labs. Harvey is already on record preferring a Roche type deal, and I think that is what he wants. He just got more incentive now.

I think whatever outside funding does take place, we'll see it in the price a bit ahead of the event. Up if some buyout/arrangement, down otherwise.