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Biotech / Medical : ArQule -- Ignore unavailable to you. Want to Upgrade?

To: Herc who wrote (346)	7/21/1999 11:11:00 PM
From: Biotech Jim	Respond to of 399

ARQL is similar to ABSC in that PFE just announced a long term deal. These deals document the value of their respective proprietary technology. Look what has happened to the ABSC stock price since their announcement of their PFE deal. The drug pipelines of ARQL and ASBC are either not particularly significant or nothing (to be a bit superficial). The PFE deals with these two companies, inter alia, ensures their financial success for the next few years. The business models of ABSC to SEPR and hence a comparison between the two is difficult at best. SEPR has several enantioselective drugs in development, derived from established racemic mixture drugs, and hence has a solid pipeline that should provide several dollars per share in earnings by 2002. SEPR on its own right is a buy, but should have been bought during its recent correction. All in my opinion.