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Biotech / Medical : ARRIS - Another partner

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To: j.d.robbins who wrote (215)	11/8/1997 5:17:00 PM
From: CYBERKEN	Read Replies (1) of 353

Henri Tremeer is chairman of Genzyme. Jim McCamant referred to him as "one of the shrewdest" operators in the sector. (JM doesn't recommend GENZ currently.) David Robinson runs Ligand. While it's still early, he appears to be a bonafide enterpreneurial genius. I've been burned a few times (as most if us have) by companies with great science who can't seem to add any shareholder value. Investing being a learning process, I now put much more weight on: a) Revenue (or soon-to-be-expected revenue) which will provide the financial power to recover from short-term disappointments. and b) Management that stands out as excellent in a sector which contains IMO many very good managers. My background is not in the sciences. So I just lurk and am impressed by the many qualified scientists who post on SI. But, like any other sector, it's about BUSINESS!! Mediocre management can be sitting on the greatest product in the history of medicine and never turn a buck for any of us. That's a story as old as biotech, and they keep making new ones. Good luck & many profits!

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