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Biotech / Medical : ARIAD Pharmaceuticals

ARIA 23.99

0.0%

Feb 17 4:00 PM EST

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To: scott_jiminez who wrote (1070)	3/4/2000 9:38:00 AM
From: Mike McFarland	Read Replies (1) of 4474

OT <it is the science that determines a biotech company's success> Thanks for the comments on CNSI, and while I'm lurking here--TGEN is another which paid handsomely, and yet I have given up my shares, at least temporarily --another mistake? (30m financing seemed too low) Tgen does not yet have any connection to the systems biology institute--but does have ties to FHCRC. And of course the other 90% of the equation seems to indicate top notch gene therapy scientists at Tgen itself, with Barrie Carter being their main man. Seattle biotech news is here: Subject 33251 I don't want to step in to the debate of whether Ariad has great platforms (I had surmised that ARGENT was a "billion dollar platform") or whether the emperor is wearing no clothes, because while I am certainly qualified to use up my share of bandwidth on SI, I am most certainly not qualified to judge science, or judge valuation issues--I know when something is obscenely cheap, but that's about it. Heck, I can scarcely judge the science of meterology, which is my own discipline. (my own until I buy the Yurt and start potato farming). <g>

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