Pharmacopeia, Inc. (ACCL) (Prev: PCOP) Message Board

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Biotech / Medical : Pharmacopeia, Inc. (ACCL) (Prev: PCOP)

ACCL 4.028

+0.7%

3:59 PM EST

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To: Czechsinthemail who wrote (18)	8/21/1997 3:58:00 AM
From: John Dwyer	of 179

Baird, The pool and split (P/S) and robotic debate is alot like the Mac/PC debate. Both methods have their advantages and disadvantages and depending on who you talk to you get different opinions about the strengths and weaknesses of each. My personal feeling is that there is still room for both in the marketplace and I think that leaders in each camp will do well in the long term. I think that Wall Street is taking a "wait-and-see" attitiude towards combichem (and biotech in general). This was most recently evidenced by the very lukewarm reaction to ArQule's deal with Wyeth. Both ArQule and PCOP are well-positioned and so it just remains to be seen how much profit can be generated from this type of business model. Perhaps Rick can comment along these lines. I also believe that over time these two approaches will blend together to some degree. In the end, I think the money will be made in those companies with the best technology (in either P/S or robotic) and the best managment. I think both of these companies fit the bill. John

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