How many companies like Ariad have 1.5 years cash in the bank, especially given the development and commercializations initiatives in execution? Their cash position is very strong and that is not a stand alone reason for divestiture.
The reality is however, there is significant untapped and lagging value here and it is in the interest of science likely best managed by a large pharma either through divestiture or significant partnership.
I do continue to believe the best proposition ultimately will be sale of the business with someone who can run these streams in parallel and would best advance the platform that Ariad has skillfully developed.
Definitely a change in your heart with the company. I assume you are shorting at this point. I can't say I blame the change, but Ariad may actually be trying to repair their problems. I guess you believe they cannot overcome what has transpired.
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