ARRIS - Another partner 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 : ARRIS - Another partner

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: chirodoc who wrote (223)	11/10/1997 1:48:00 AM
From: James Silverman	Read Replies (1) of 353

Chiro-Sorry for the confusion. I highly agree with you that following the management is as important as following the underlying company. Among biotechs that I follow that I feel are capably managed, I'd throw in AGPH and Peter Johnson, as doing a brilliant job, ARQL led by Eric Gordon has been stunning in their ability to attract quality partners and lucrative terms, MLNM and CEO Mark Levin brilliantly pieced together an integrated genomics drug discovery house that I personally find to be more impressive and more powerful than the ARRS/SQNA tandem. Thats just a few off hand. Judging managements is a subjective process but certainly there are plenty of capable companies run by capable people and again thats not to say that either John Walker or David Robinson are not more than capable, I just think the jury is still out. Walker for one, has been great at preserving shareholder equity and creating nondilutive financings which certainly points to his being dedicated to enhancing shareholder wealth which is just one major step in the process and is commendable.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next