ArQule Message Board - Msg: 2211731

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Biotech / Medical : ArQule

ARQL 20.00

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Jan 16 4:00 PM EST

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To: The Prophet who wrote (106)	9/17/1997 3:45:00 PM
From: scaram(o)uche	of 399

Prophet: The deals are set. The question is, who will get to the <proprietary> lead molecules first. The value is generated in specific structures and patents that cover them. Those with the greatest capacity and/or the most luck win the prize. Some of the chemistry used by ARQL is proprietary, yes. Some is not. Certain combichem companies are using chemistries that are entirely public domain to generate unique entities. Jim suggested a visit to the web site. That should give you a good feel. IMO, ARQL has the capacity to generate the leads first, and thus win. In the long-term, one needs two things to win in combichem..... a leveraged business plan (provided, in ARQL's case, largely by the optimization program rather than by lead generation) and resources. No other combichem company has beaten ARQL in the resource department. The question now is, can they handle the rapid growth, can they integrate the resources and stay out in front? We'll see. Nobody on this thread has a crystal ball. The business plan is highly leveraged. Rick

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