ARRIS - Another partner Message Board

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Biotech / Medical : ARRIS - Another partner

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To: Andrew H who wrote (197)	11/3/1997 9:03:00 PM
From: David Bogdanoff	Read Replies (1) of 353

AH; Needless to say, I hope that you are right concerning the future of the joint company and its stock. FWIW, I will share with every the fact that I asked the CEO at the annual shareholders meeting 2 years ago what the companies business plan was. He made it clear that it was a specialized drug research company and intended to make its profits by doing what it did best (ie it was not a fully integrated drug company with marketing etc.). It seems to me that they are not longer following that model. So what changed and why is genome to drug the way to go now? I talked to Arris' IR today and was informed that they now consider their peers to be HGSI and Millenium, but with more technology. Therefore the new company should be valued more like those two companies. David

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