Aurora Biosciences (ABSC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Aurora Biosciences (ABSC)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Larry Liebman who wrote (24)	10/16/1997 3:15:00 AM
From: James Silverman	of 359

Larry-Why not invest in them both? I have. ARQL looks like a LT beast to me. They have pieces of a ton of big pharma projects as you well know. The 50/50 deals like the one recently noted with RiboGene may not be as simple as 50/50, since it has yet to be determined how the actual future drugs in question will ultimately be developed. Thats really besides the point. Look at it as ARQL is to CC and optimization what ABSC is to screening. The technologies are very complimentary and they are not in competition with one another. ABSC screens for compounds which would in turn be handed off to an ARQL for lead optimization. ABSC has some heady goals as their recent collaborations point to and like ARQL is a company that may have a small piece of a slew of drugs down the line. Its not an AGPH vs VRTX scenario like you posed on the VRTX thread. Its two fine companies, with strong managements that have developed or are busy developing powerful systems that are on the cutting edge of the new wave of the drug discovery process. The whole genomics movement will only serve to enhance the value of each. These are two companies in prime position moving forward.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next