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Biotech / Medical : ARRIS - Another partner
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To: Miljenko Zuanic who wrote (314)12/11/1997 1:46:00 AM
From: John Dwyer  Read Replies (1) of 353
 
Miljenko,
You have good perspective on the main issues here. Let me ask
you this... you say you choose SQNA but IMO SQNA is one of the
weaker genomics companies. Do you think that ARRS bought SQNA
because it was a cheap way to get the basic technology? Or do
you feel Walker was looking for a particular product (like Cathepsin
K in the Khepri deal)?

In a recent press release, Walker stated that the SQNA deal
was important for ARRS because it provided products that were
further along in the pipeline. I'm still not convinced that the
combined company will have the financial strength to fund drug
candidates developed from Delta as well as those under development
from SQNA.

John
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