Replies to post #45867 on Ariad Pharmaceuticals Inc fka ARIA

[zipjet]

Gentlemen,

We have a very different situation today than when HB said that the capital markets were closed to ARIA.

ARIA could easily raise funds today, IMO.

In my opinion, the retracement the stock has made since it ran up is a buying opportunity.

Given the weak stock market, this may persist for a while. But in the end the stock moves higher.

JMHO.

[Whosetosay]

Amp, this is true, as it is true that Wall Street has a long memory. Disasters and management missteps are not so easily forgotten.

Iclusig market and rate of ascent is not as before; GIST not reopened; '113 may be BIC, but further delayed 6 months (18 total) behind LDK, and 2 or 3 competitors' drugs entering the clinic. 3rd drug- who knows.

Puts us at 7 or 8 vs. mid twenties.

Everyone's drugs are time dated by patent or competition. The biggest concern for Ariad is competition. As money trickles in from Iclusig, its other trials are forced to wait until funding is available. Bit of a high wire-act.

Best thing for shareholders and patients is HB sells. All those trials get reinflated, GIST also once they figure the dosing, team stays together, etc.

I am thinking the company will be sold near $20. This rumor could have been somewhat truthful or just a good guess, just some sticky details to work out.