Replies to post #47616 on Ariad Pharmaceuticals Inc fka ARIA

[Whosetosay]

Thank you for your post. We agree on the valuation of $15/16 and timing. Your valuation approach is quite different than mine, and I like yours as valid, and in that light, a confirmation of the pps.

[greggors]

Ain't gonna happen...

[Silversurfer1]

Thanks for your thoughts here. I continue to add to my holdings of ARIA in small bites as the stock declines and as I become more familiar with the company. I knew this was a long haul hold and potential add to my current long portfolio. The questions I have are most likely answered in these previous posts but chart reading and crystal balls aside, do the numbers add up to an attractive buy-out offer at $16 or $14? I like the idea of Japanese investments here as an alternative as well. Not so familiar with the board members so that's my DD work this weekend. SS1

[jq1234]

>> For comparison, CLVS is an early stage biotech, with compounds in phase I trials and sports a $3 billion market cap.

Maybe you should update your information on CLVS. CLVS has three drug candidates: Rucaparib is in ph3 registration trial for ovarian cancer; Lucitanib in ph2 trial for FGFR+ breast cancer; CO1686 in ph1 expansion trial, with registration trial coming up shortly for EGFR+T790M NSCLC.