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Biotech / Medical : ARRIS - Another partner
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To: F. Jay Abella, III who wrote (192)11/3/1997 4:36:00 PM
From: tommysdad  Read Replies (1) of 353
 
If you don't mind an opinion from someone else:

1) Arris is not just a combinatorial chemistry company. It is a small-molecule company with combinatorial capabilities.

2) The combination of combinatorial chemistry (from Arris) with genomics (from Sequana) is THE hot ticket in lots of pharma companies these days (not just Biotech). BMS for example is betting very heavily on this. The idea is that with new molecular targets one has no history of what types of molecules interact with your newly found target. You therefore need to screen a lot of compounds (read: combichem) to find good leads, and if your lead comes from a combinatorial library, there is a good chance you can then optimize that lead with your (already inplace!) combinatorial group.

3) There are undoubtedly a lot of reasons ARRS went down today, but one is probably simple dilution. It's not like SQNA has anything in the clinic, and ARRS does. Each share of ARRS now represents less of those potential products from ARRS. That's undoubtedly an over-simplification, but probably part of the equation.

Long term, this looks good for ARRS becoming a real company, but short term may not be great for current shareholders. I am not one of those but may become one because of this deal . . .
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