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

To: Jongmans who wrote (593)	7/23/1999 11:35:00 AM
From: Mike McFarland	Respond to of 4474

recall that BBRS reiterated their buy on ARIA with the presentation of "Pharmacologic Control of Protein Secretion" at the American Society of Gene Therapy annual meeting. The buy was reissued on 6/11, aria was trading at $1.41. So saddle up kids...I cant afford to sop up all the shares floating around out there;-)

To: Jongmans who wrote (593)	7/26/1999 8:13:00 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 4474

If Yahoo hadn't trashed my post... it might have looked like this: High Noon For Gene Therapy The article focuses on hemophilia, but a good read ...and anything with Wilson in there catches my eye. signalsmag.com "We are now in the era of the adeno-associated virus (AAV). This tiny virus, which can only replicate in the presence of adenovirus (hence the name), seems ideal. It infects both dividing and non-dividing cells; it causes far less of an immune response than the adenovirus; and it apparently integrates its DNA package into the genome of host cells, leading to long-lasting expression. And AAV does not cause any disease, as far as anyone knows, so it appears safer than other viral vectors." I had visions of selling a nice chunk of Magainin today and grabbing another "third" of Ariad...but it was not to be. And what a shame...toward the end of the session there my shares were...10k of them dumped at 1 1/8th, asking 1 3/16ths. Yup, I actually hold 20k shares of this puppy, nearly a quarter of my stock holdings...I don't call the portfolio "Mike's Microcap Madness" for nothing. Anyway, enough chit chat...read the Signals article, it will remind you of the incredible challenges of gene therapy...but then go back and read the pnas paper to cheer you up. That is what I did. No, I wont be grabbing any additional shares, but I still have high hopes for Ariad. High hopes at high noon...Mad Dogs and Englishmen. the PNAS abstract again... pnas.org misc stuff--plus an url to David Baltimore Message 10648580 correction...I only have the abstract...would love to read the paper though. Mike.McFarland@worldnet.att.net

To: Jongmans who wrote (593)	8/1/1999 3:32:00 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 4474

Have you seen anything published on that yet? An insulin paper would be just the thing to freak the shorts out, get them to cover...get this thing noticed again. How do you suppose they "transfected HT1080" cells--this is not familiar jargon, so I looks like it does not have anything to do with Genovo. Five years ago... stanford.edu I don't want to go on and on about the stock, it's really a pretty sad story for us commoners. And I certainly don't want to talk about where my mental stop loss is going to be--not that the bastards would go shooting for stops to get little ol me out of ARIA. I guess my loss in ARIA is about seven grand...I could probably go twice that before I finally snap. Oh, don't like that language--I heard something about a daytrader going beserk...I am just losing profits locked in from my other stocks...not too big a deal. However...I do think it is time to talk to the big Cheese Berger. It was surprisingly easy to get through to LaMarche... I was a little flumoxed when I spoke to that CFO, nervous. I'll write down my questions ahead of time next time so I do not forget. But first I'll give them a chance to crank out that share- holder letter next month--and then I'm going to start asking some very pointed questions--for instance what about redeeming the toxic shares? Maybe that is an option? You know, I wonder if Amgen or one of the other big biotechs is selling common to try and destroy Ariad-- then they come back later for portion they want on the cheap. It would be nice to be able to find out who the bad guys are. Say Martin--Did you see how much Gates is going to throw at biotech research and healthcare in his life-- most of his wealth. Wild, maybe Ariad needs one of those Angels--even a little angel--after all, how much can research monkeys cost? Probably a lot less then the BOD and Berger are paid each year.