ArQule Message Board - Msg: 3344866

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 : ArQule

ARQL 20.00

0.0%

Jan 16 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Peter Silsbee who wrote (170)	2/4/1998 10:31:00 PM
From: Dr. John M. de Castro	Read Replies (1) of 399

There's a couple of points that I'd like to make regarding ARQL's technology and business model. First, the molecules are proprietary. ARQL does not inform their partners of the exact nature of the molecules supplied. They're the only ones that know exactly what molecule is in well 95 of plate 844. This preserves their proprietary position and disallows cheating. In addition, there are literally infinite numbers of possible molecules. So, the probability of someone else stumbling on the same molecule is actually pretty small. The second point that I'd like to make is that ARQL's procedure is far from mindless. SBD is a rational approach. ARQL's is an empirical approach. They gather a tremendous amount of information regarding what kinds of molecules affect particular targets and which do not. This is their bioinformatics data base. (BTW: I believe that this data base may be the most valuable asset in the company.) These data can then be used to better understand the active "structure" of the target and can then be used to design even more effective molecules. (ARQL's directed arrays). If you truly believe that we are using stone axes and bear skins, then the belief that we really understand the structure of the targets and can rationally design molecules to affect them is not logical. If our knowledge is crude then we shouldn't rely on it to design drugs. Empiricism works much more effectively when understanding is crude. The history of science and technology has shown this to be true repeatedly. In addition, it the empirics has led to better understanding rather than the converse. So, IMO ARQL is on an excellent course. I like the way they are thinking and their scientific approach. The bioinformatic data that they are acquiring is, IMO, of more value than any of our theoretical beliefs about the structure of biological targets. It will allow them to continuously improve and streamline the process of drug discovery. I also like their management and business plan. It is competent and has proven very effective. As a result I consider ARQL to be at or near the top of biotechs in quality and potential. Obviously I am long and plan to hold and enjoy watching the value of this fine company appreciate at well above the market. John de C

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next