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Biotech / Medical : ARIAD Pharmaceuticals
ARIA 23.990.0%Feb 17 4:00 PM EST
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To: tejek who wrote (3228)2/21/2014 9:47:13 AM
From: Biomaven  Read Replies (1) of 4474
 
I think AF's position is colored by that of his HF friend who (at one point at least) was short ARIA.

From my perspective, '113 (assuming the pulmonary tox issues are settled, which on the surface they appear to be) is clearly better than LDK. Still unclear how it compares with the Chugai drug.

Peter
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