ArQule Message Board - Msg: 10696432

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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: tommysdad who wrote (364)	7/28/1999 4:38:00 PM
From: John Dwyer	Read Replies (1) of 399

Look, I just don't want to hear another "butt" analogy from Rick, that's all... ;^) My point with the patent issue is that SEPR is developing an improved version of the same (patented) stuff. ARQL is (hopefully) coming up with novel molecules. That ARQL is focusing solely on combichem means they are assuming that they can retain competitive advantage over all other combichem programs, both in-house at big pharma and outside. I haven't seen too much "value-added" coming out of ARQL. I like PCOP and ABSC because of their additional services which they can use in-house or offer to other companies in conjunction with combichem, UHTSS, etc. ABSC has a really nice assay development program which I think is potentially very valuable. John

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