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Biotech / Medical : ARIAD Pharmaceuticals
ARIA 23.990.0%Feb 17 4:00 PM EST

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To: Rolf Schoch who wrote ()1/15/2000 1:52:00 AM
From: scott_jiminez  Read Replies (1) of 4474
 
A comparison of a number of Genome/Gene Therapy companies.

3 month performance

Company Percent change

Ariad (ARIA) 1132
Incyte (INCY) 578
Hyseq (HYSQ) 482
Celera (CRA) 480
Curagen (CRGN) 421
Genome Ther. (GENE) 389
Gene Logic (GLGC) 303
Myriad Gen. (MYGN) 236
Aurora Bio. (ABSC) 140
Visible Gene. (VGIN) 118
Genset (GENXY) 110
Human Gen.Sci.(HGSI) 104
Affymetrix (AFFX) 72
Millennium (MLNM) 62

Ariad's performance is extraordinary, nearly doubling the
next best. The stock is more than simply following a sector
rotation to the biotechs or a subsector focus on
genomics/gene therapy. The stock is a clear standout in a
very strong sector. This performance strongly suggests
Ariad - more specifically ARGENT - is beginning to be
recognized as a major player in the future.

When a stock breaks out like this in a field that itself is
breaking out, it often bodes extremely favorably for an
extended period.

To all long time Ariad longs: congratulations.
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