Bernard & HellMavens,
Need all the RAGL I can get, thanks. I finally got a poster I consider qualified to opine on ARNA via PM. This person thinks there are other competitive technologies out there (it seemed a bit like PRCS' LEAP technology to my ignorant mind), and that the Genesis Project doesn't make business sense because they are generating hits with it, not compounds. Perhaps not much value there. So ARNA may get pruned when a good excuse shows up, but unless Tice the famous short seller is right about the market sucking for another ten years, perhaps BLUE HP can get a better price for it later rather than sooner.
Gang, what shall I do with the cash balance? Thinking a bit of TELK and a bit of AMEV. I like AMEV because it refines compounds that have already been through the clinic, and gets royalties for it. So some leverage for relatively low risk, in my opinion. rkrw and I have been talking to ourselves on the AMEV thread.
Subject 50718
The question, as always, is timing. Is now still too soon? Some folks think the odds of another attack on our soil are better than even, and I'm inclined to agree. That wouldn't help matters, but who knows when it might happen. I'm thinking inside a month. Standing pat unless convinced otherwise. If I miss these two, there's bound to be something else looking tasty.
Cheers, Tuck |
