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Biotech / Medical : ARRIS - Another partner
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To: chirodoc who wrote (305)12/9/1997 1:07:00 AM
From: JG  Read Replies (2) of 353
 
Alas, the disaffected didn't have time to vote with their feet. Arris stock slumped fast and is still sinking. I may or may not get out in January. But I passed up Sequana as an investment at last year's H&Q conference, and decided that the genomics companies were all overpriced, so was much chagrined by the news of this merger. It is NOT in Arris shareholders' interests, for the reasons Mark Lampert outlines, and I too will vote against. Unfortunately I don't own 5%... P.S. Mark Lampert's Biotech Value Fund is the best biotech hedge fund around, and he's the most astute biotech analyst I know. If it comes down to a question of "Whom do I trust? M. Murphy or M. Lampert" there's not really much contest. But don't take either of their words for it -- get the Sequana reports and WEEP.
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