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Biotech / Medical : Biotech Valuation
CRSP 58.08+0.9%3:59 PM EST

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To: BulbaMan who wrote (3588)4/26/2001 1:09:02 AM
From: scaram(o)uche   of 52153
 
BM:

Can't really update my post/thoughts, but an Arena collaboration is a very good sign.

Since both Glass and Andren are sitting on the Board, I assume that all is well on the Arena "further dilution" front.

The Biacore money has allowed for a transformation. Different creature than we were evaluating. Webb still seems to be providing insights, and I presume that the GPCR effort has legs. That would spell leverage.

Looks like something will emerge from the fog soon? Hope so.

Rick
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