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Biotech / Medical : ARIAD Pharmaceuticals
ARIA 23.990.0%Feb 17 4:00 PM EST
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From: glass 0.5 full2/25/2014 8:51:02 AM
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From today's conference, HB made clear that Ariad is looking to partner Iclusig in many markets outside the US, including Japan, likely with their Australia deal as a model.

This is a major shift and IMHO a positive catalyst.

While it would have been nice to have been truly global, independent operation, this plan offers a much more realistic balance between Iclusig's cash flows and Ariad's ability to fund a sprawling marketing infrastructure.

Also (as I've said before) if Ariad's true competitive advantage lies in the lab, it is actually a sound decision -- arguably the best decision -- to focus on molecule discovery and effectively outsource distribution.
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