Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : ArQule -- Ignore unavailable to you. Want to Upgrade?

To: rkrw who wrote (365)	7/28/1999 8:39:00 AM
From: Herc	Read Replies (1) \| Respond to of 399

The reason that I'm attracted to these drug design companies is that most other small drug companies have one or two products in the pipeline that can fail or succeed anywhere in the clinical trial process. So the risk is incredible; 80% drops in a day. I made a little money on CLPA after it fell precipitously. But it's price movement lately has been inexplicable. Drug design companies seem a lot less risky. Also, despite the admonitions, one of the drug design companies could do as well as SEPR. Not processing to be an expert, I think SEPR just caught on with internet investors. Their revenues are still small. Further study of the annual report reveal more "significant agreements" with American Home Products and a "number of biotech companies" for milestone payments and royalty payments. And ARQL's board and advisory scientists have some amazing credentials. Thanks for the feedback. Unfortunately I don't have time to study all their competitors in depth.

To: rkrw who wrote (365)	7/28/1999 10:47:00 AM
From: Herc	Read Replies (1) \| Respond to of 399

It appears I have gotten into a nest of SEPR lovers on this thread. I did the same thing on the SNMM thread. SNMM was priced for perfection, had a 52 week high of 29, and then dropped 8 points to 12 yesterday. Woe to the guy who dared dis SNMM on that thread even though its multiples were astronomical. So I did a little comparison of ARQL and SEPR. SEPR has a p/s of 153 and a p/bv of 209; ARQL has a p/s of 4.53 and a p/bv of 1.74. So all of those infatuated with SEPR, be careful. It's priced for perfection.