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Biotech / Medical : ARIAD Pharmaceuticals -- Ignore unavailable to you. Want to Upgrade?

To: tktom who wrote (3971)	11/4/2015 1:31:18 PM
From: Biomaven	Respond to of 4474

>>The short term risk here is that their $130-$140 million revenue number for 2015 is based on settlement with the French authorities on pricing. I think that is $23-$25 million in revenue or so. If agreement isn't reached, look out below as Ariad will really miss their sales number bad. That's certainly a reasonable point. But it speaks to a more interesting question - does it really matter long term whether that revenue comes this quarter or next, or whether it is $20m or $25m? Of course not - but as you say, the market may well significantly disagree with my view on that matter. If it did, I would look on it as a buying opportunity. Without granular numbers and knowing the proportion of CP and AP/BP patients it is hard to know the trends here, particularly with some changes in dosing patterns confusing things. But my expectation is pona sales chug along pretty flat for the next year or so, with only modest growth expected. Peter