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Biotech / Medical : ARADIGM CORP. ARDM

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To: rkrw who wrote (113)2/24/2001 3:02:47 PM
From: tuck   of 255
 
rkrw,

>>In the past, they've informed that unannounced means unsigned, implying feasibility type work. If you've listened to them speak before, it's something to the effect of they don't announce and disclose partnerships until formal agreements are in place.

On the plus side for ardm, pfe apparently announced earlier this week that their planned NDA filing will be delayed by six months, implying a late 2001 nda filing vs previous est of mid 01.<<

Thanks, that would explain INHL's recent weakness. ARDM looking better than ever against them. I suppose one of these unsigned deals might be a different one with DNA. Since DNA said they were leaving the funding with ARDM, that tells me they mean it when they said they'd try another tack. A small molecule, perhaps? We'll just have to wait and see. Tempted to nibble, but it's a target rich environment, and I don't have lots of ammo.

Cheers, Tuck
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