Since you asked, re Ariad, Axys, Cadus, Cambridge Neuro, Cortex, Genset,
Gizzmo, Magainin, Synaptic, Targeted Genetics, Valentis.
Here are my ~one-liners
ARIA - you know 100X more than anyone about this. Unless there is some residual floorless issue that I don't know about, this is a gift at anything under 2. I say this even though I do think ARGENT is useless from an NPV point of view, which why I say 2 and not 5 or 6.
AXPH - why?
KDUS - asset play, I assume
Cambdridge neuro and Cortex - I think I heard of them
GENXY - should catch the genomics hype any day now. Have not looked at it carefully in a while.
GZMO - guess we've talked about this one enough already
MAGN - you are kidding, right? Actually, IL-9 may have some value.
SNAP - there has to be a pony around here somewhere? When bad things happen to good companies?
TGEN, VLTS - I think these are very decent gene therapy plays.
FWIW,
PB
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