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Biotech / Medical : ARRIS - Another partner

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To: Biomaven who wrote (310)12/9/1997 9:51:00 PM
From: Miljenko Zuanic  Read Replies (1) of 353
 
Thanks Peter.

Agree that ARRS was/is cheap at current level with or without SQNA. But I can agree with TBF and others who thing that SQNA merge (with 10-15 % premium) are reasons for ARRS price decline (from 13.5 to 9.5 or ~40% decline).

How should SQNA SH felt about this opposition to merge news? ARRS needs more SQNA than opposite and small premium (not 35%) is normal in this situation. What is the % of SQNA price devaluation in current ARRS price?

I can't hide that I do like Delta technology (in theory), but how about real world, in vivo? Recent BMY deal is confirmation of the approach, but as James stated, how strong confirmation ???

Anyway, If I will have to decide between SQNA and ARRS (own both) I will chose SQNA.

mz
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