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Originally Posted by Nazgūl-king
They are probably corrupted maiar like the Balrogs. Can Balrogs assume other forms? If so then perhaps dragons are another form of Balrog.
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I don't think so and I believe everything that is anywhere written contradicts that. Balrogs may have used to be able to change their forms, but not after they were corrupted by Morgoth (like Sauron could no longer appear fair after he created the One Ring). In any case, dragons were not Maiar, and certainly not Balrogs.
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"Should the story say 'he ate bread,' the dramatic producer can only show 'a piece of bread' according to his taste or fancy, but the hearer of the story will think of bread in general and picture it in some form of his own." -On Fairy-Stories
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