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Biotech / Medical : SIBIA Neurosciences (SIBI)

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To: Larry Liebman who wrote (183)5/4/1998 12:30:00 PM
From: scaram(o)uche  Read Replies (1) of 579
 
Larry:

A very interesting question. I had owned GILD since the day that I initially bought AGPH, and it was hard to sell. However, I decided to move that money to a *very high-risk* play in influenza.... an unknown, potential competitor to GILD. Fun stuff. I have always had huge respect for the Oklahoma Medical Research Foundation, and this company is ass'd with them.

ARQL.... while I still have all my shares, I'm really ticked at Hogan. He's taken multiple millions out before getting the job done. Let's see him hold some shares now, let's see him do a bit of class act from this point out and let the remainder of his shares ride with his shareholders. I have big problems with weenie managers. Not to imply that this is applicable in this case, but any more selling will put him in that category, IMO.

PDLI.... I have no opinion, positive or negative. I note that they are headed in a new direction, small molecules, with the Stanford/Falkow collaboration. I feel that this is wise.

Hey! Congrats on your ENMD.

Rick
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