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Biotech / Medical : ARIAD Pharmaceuticals
ARIA 23.990.0%Feb 17 4:00 PM EST

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To: jesspro who wrote (4448)1/9/2017 10:04:52 PM
From: jaybe5 Recommendations

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I think its fair, but of course I hoped for more, or at least addl. CVRs for '788. However, if '788 turns out to be a dud and the immunokinase platform and TKIs were just window dressing, then its actually a good deal. Only time will tell, it will all get lost in the noise at Takeda. I did have a hunch in late Q4 when they delayed moving into already completed HQ, and of course the pona price increases all make sense now.

Its been a rough and wild ride for me since 2004, but all has ended well. Time to scour the pipelines of others for another big adventure.
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