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Biotech / Medical : ARIAD Pharmaceuticals
ARIA 23.990.0%Feb 17 4:00 PM EST
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To: Mike McFarland who wrote (567)6/11/1999 9:28:00 PM
From: John Dwyer   of 4474
 
Thanks for the thread recap... reminded me of
one of those VH1 behind the scenes stories about
a great rock band that had several #1 hits and
then fell on hard times.

I still hold a couple thousand shares and don't
plan to sell them. Even with Gilman's departure
(a bad sign, IMO) I think that the technology is
worth more than the market cap. If somebody takes
them out on the cheap, so be it.

I bought some more Axys this week... another company
with really good science that is going nowhere. Sibia
was tempting below $4 but I passed. I really think that
a few of these will succeed and be huge winners. The key,
as I and others have said, is to own a basket of these
guys in an otherwise diversified portfolio.

John
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