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

To: Richaaard who wrote (1011)	2/7/2000 3:57:00 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 4474

heheh, I know my wife is starting to wonder-- wondering why I swapped her Ariad for tgen, gzmo and genxy. No, all kidding aside and putting away all my childish whimpers and complaints--I'd never have kept myself 100% ariad--I try desperately to understand the Scheriber chemistry papers, I've got most of the pdf's downloaded--but I really do not have sufficient education to grasp any more than the abstracts and a few paragraphs here and there. I get the sense chemical genetics is huge, and that Ariad is in the right place at the right time-- but I'm not sure that I'd have had the confidence to hang on after my initial gain. And I hope the fellas that had a part in talking me out of the warrants do not watch me posting and feel bad-- I am not as loopy as I appear to be, it is only money and greenbacks don't buy happiness. When I posted various scenarios for the warrants on the BFLTAB thread, I was probably wanting to be talked into selling--nervous that I owned so much ariad and was not diversified. Be careful what you ask for! I am going to tell you folks something and I want you to listen up: We stock traders are the least important part of the equation here, we think that were are so smart and that we are really communicating here, but too often we are just talking to hear ourselves speak --and I'm guilty as hell and doing it now. What we should being doing is studying our biology text- books and scouring for good science whereever we can find it--all the boats are rising now, but it will not last forever, only the good science will survive long term when biotech turns down someday. Now if something good is to come of all this biotech market hysteria, it will be that the sector is going to come up with some fantastic therapies with all this new money. Ariad (or more likely a partner for ARGENT, or the bundling platform) will figure out a way to use this stuff, and it will help people eventually--and a few guys in Cambridge will be rich (so what) --but it is the science and the creativity that matter. I get the impression that an awful lot of the science and creativity are at research centers and university-- not tied up in bioetech companies. It will be the small biotechs that forge lasting relationships with these think tanks that prosper. I do not know if Ariad is an example of the right small biotech, but with ARGENT and this CID stuff, perhaps... --ramblin' man.