ArQule Message Board - Msg: 608151

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Biotech / Medical : ArQule

ARQL 20.00

0.0%

Jan 16 4:00 PM EST

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To: Larry Liebman who wrote (17)	1/2/1997 4:08:00 PM
From: scaram(o)uche	of 399

I don't make recommendations. They have a prime presentation slot at next week's H&Q. Market cap is currently about $145 million. Go to m.i.s and find a copy of John Metcalf's biotech listing for market caps and compare with peers? I believe that PCOP has come back a bit here, that investors feel that either PCOP or ARQL will be a good bet, but not both. I feel very strongly that an agressive strategy for lead generation coupled with optimization will grab a good portion of collaborative projects. Hey, most biotech investors would give their right arm for an op to invest in a pool of Aurora, Cubist, Roche Bio, Sugen and Cadus projects and yet tie into limited burn (gratis Solvay, Abbott and Pharmacia). For me, this business plan is dropped from heaven. However, risk tolerance differs, I own ARQL and have a vested interest in its appreciation, and everyone should do their own homework. Rick

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