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

To: Pseudo Biologist who wrote (875)	1/16/2000 10:42:00 PM
From: scott_jiminez	Respond to of 4474

Pseudo Biologist, the type of semantic disagreements we have are trivial...and these are, after all, what these forums are all about. I maintain the positions I described earlier and we'll leave it at that. Your depiction of the clinical regime for ARGENT as some how distinct from other gene therapy approaches, especially since the primate studies were completely in line with the more traditional approaches, diverges from my perceptions as well. But that's fine, and let's just see how this pans out. There is also an entire issue with Ariad that has not been discussed except in one of my original posts. There is already evidence that ARGENT is being used by other Genome/Gene Therapy/Hair Splitting companies. These are commercial operations and Ariad has indicated that licensing fees for ARGENT will be part of it future revenue. And it needs to be restated that ARGENT's actual user base is quite large since the company has been giving it away for years. This is a similar approach to software companies initially giving away operating systems in order to establish a user base. Perhaps you may think the analogy is a stretch but I would not be as quick to dismiss this importance of this ARGENT user base nor the level of the potential revenue stream from this source. As far Schreiber or Crabtree, perhaps the best advice I could give is to visit the 'animation' part of Schreiber's web page (http://www-schreiber.chem.harvard.edu/home/animation.html): it's a teensy weensy bit informative and a whole lot of fun. The 'FRB/Rapamycin/FKBP12 Ternary Complex' is Ariad's 'cash cow' (and yes, I CAN add a <ggg> to that). Thanks for the investment wishes and the same to you. Let's all recall that the stock responded minimally when the HMR buyout was announced and jumped when the deal was consummated. Since Berger announced an impending partnership early last week, perhaps we should anticipate a similar jump when a partner becomes manifest.