To: scott_jiminez who wrote (1058 ) 3/3/2000 5:32:00 AM From: Mike McFarland Read Replies (1) | Respond to of 4474
Scott, you are a remarkable cheerleader. We could have used you last year when the marketcap of Ariad was less than the scrap value of the genomics center. I emailed Squawk just now, let us see if Berger is given any good questions. If he at all challenged, and holds up well--then I wish you Godspeed to your hundred dollar shareprice. After all, if the past five years had gone just slightly differently, Ariad would be looking down at Tularik and not up at big brother. In the interest of full disclosure, I wouldn't be posting right now if I hadn't given up tens of thousands of warrants at a buck or three. And I wouldn't be so bitter if I'd not been stopped out of those 30k shares at fifty cents. It is probably bad Karma to resent the success of the best biotech momentum play of the year. And it was even one of my picks in the biotech contest here on SI:Message 12610694 What is the point to my comments this morning? I guess it is like mountain climbing--you do it just because it is there. Also, there is something particularly distasteful about Yahooligans raking it in off momentum--it just invites criticism. --Mike.twocents.biotech.Jedi Postscript... This may be the best chance I get to solicit opinion of my current stock portfolio--I'll bet that scores of people read this post today. So here we go: AVENTIS --bought recently around $22 big biotech/big pharma BURLINGTON NORTHERN --cost ~$20 pricy gas, strong economy, a great business, a smart merger with Canadian CISTRON BIOTECH a speculation that it is worth more... CAMBRIDGE NEUROSCI --should not be on the otcbb, value ELAN CORP --too many reasons GENSET --shares are paid for many times over, what is Corixa having them sequence I wonder??? GLIATECH --squeeze and it is cheap and relatively safe GENZYME MOLECULAR --cancer vaccines, SAGE CADUS PHARM --The MIT living chip SYNAPTIC PHARM --nobody cares, probably cheap WASHINGTON MUTUAL --bought recently at $22, value I can be reached at Mike.McFarland@worldnet.att.net