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Biotech / Medical : ArQule
ARQL 20.000.0%Jan 16 4:00 PM EST

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To: StockDoc who wrote (230)6/17/1998 8:16:00 PM
From: Dr. John M. de Castro  Read Replies (1) of 399
 
I would not recommend that strategy. I believe in researching a company thoroughly before investing. I have to admit to being weak in chemistry. But, an excellent chemist friend of mine, Mike Solomon, has looked at that aspect of ARQL and was very impressed. They've invested a great deal of their resources into developing their chemistries. It's the reason why they are break even rather than profitable. But, again that is why I like them so. They are creating a future.

I believe that one of the most valuable assets of ARQL is little appreciated by even the knowledgable analysts and that is their bioinformatics data base. They are acquiring a vast amount of information on what kinds of molecular properties are effective against a wide variety of targets. Just imagine all of their collaborations; most of them actively screening ARQL's molecules against an array of varied targets. ARQL is the only one who knows what the structure of each of the molecules is and they are getting feedback on which of their molecules is effective against each of their collaborators targets.

This data base could be a gold mine of systematic knowledge of biochemical interactions. ARQL can use this information to further simplify and speed up the identification of leads for their customers. Once the customer gives them the properties of the target, they can use the bioinformatics to identify the nature of the molecular structures that are most likely to work. This makes ARQL that much more valuable to its customers. However, I can envision this information leading to entirely new understandings of ligand receptor interactions and a myriad of other biochemical interactions. This in turn can lead to completely new approaches to pharmaceutical development. This is a little bit fanciful. But, the potential is really there and ARQL is smart enough to take advantage of it.

I own ARQL stock and have a vested interest in its appreciation. Do your own research before investing.

John de C
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