SI
SI
discoversearch

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 : ARIAD Pharmaceuticals
ARIA 23.990.0%Feb 17 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: scaram(o)uche who wrote (9)1/27/1997 3:00:00 PM
From: Boyce Burge   of 4474
 
Great post. Very insightful.

I talked to a couple of Stanford molecular biologists yesterday who feel that the gene therapy area may become broken into segments: some companies providing specific vectors (VICL, TGEN), others providing ex vivo expertise (CEGE?) and still others providing fine tuning of gene expression (presumably ARIA). Cross licensing may become widespread. I also heard that the ARIA approach of grafting immunophilin-like regions onto the proteins of interest does not work for all genes...you just have to try it and cross your fingers.

Crabtree is said to be looking for a "spherical" small molecule dimer that can join the 2 halves of the relevent proteins in the most natural way. With his probable eventual success, the value of the ARIA piece of the puzzle will increase greatly.

I think the warrants are a good buy here (at 1 13/16) especially with the OpCo recommendation.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News