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


To: scott_jiminez who wrote (1065)3/3/2000 1:03:00 PM
From: Pseudo Biologist  Respond to of 4474
 
Hey calm down, with ARIA doing what is doing nothing but smiles allowed here.

Cheerleader or not, if anyone has been right on this stock over the last couple of months, it has been you. So congratulations and thank you for encouraging people at least not to sell.

Speaking of lame, that's the word I'd use for the SI search engine. ARIA has been mentioned quite a bit in other threads, usually in an envious tone, but mentioned it is.

I don't have CNBC so cannot comment on the interview. Listened to part of the conference call and it was very good, especially as it concerns the vision of the where this may be going. Still plenty of risk but much upside.

Gotta run, best of luck,

PB



To: scott_jiminez who wrote (1065)3/3/2000 6:09:00 PM
From: Mike McFarland  Read Replies (1) | Respond to of 4474
 
<Certainly 'lame' could be ascribed to the
behavior of some of those choices>

We are all pretty lame in our comments from
time to time. Remember, although biotech has
been wildly profitable for many of us--this
exercise of posting messages is mainly just
a bizzare new form of social interaction.
The strange thing, is that flying from thread
to thread, and website to website, is a lot
like clicking with your teevee remote--it is
like Teevee for folks who are only a notch
smarter than the group watching "who wants
to be a millionaire".

Embedded within the noise (and I am as guilty
as sin for generating noise) there are a few subtle
signals. I call these signals which sometimes
lead to good biotech stocks "the force", just
to be silly and snag a few smiles.

Just to cover my ass a bit--not all of this stock
picking is tricky. Any dope could have logged on
to SI a year ago and begain researching biotechs.
If he avoided the micros (I happen to enjoy dabbling
in the micros) but instead looked for a little higher
quality, he'd have put himself into MLNM, SEPR, VRTX,
GILD, NBIX, GLGC and a number of other great choices.
There is a core group of competent biotech fellas
here on SI, I don't often follow them into stock
picks--but I'd have done well if I had more often.

IMHO, Gliatech, GLIA is the latest stock where a
good part of the work has been done for you here on SI.

Only a few hours of additional DD are required after
reading the SI thread (that takes a day however),
then and looking at the Yahoo thread for a read on
the short/long debate. GLIA is my number two holding
right now at a whopping 20% of my portfolio.

If I was just a little smarter than I am, I'd have
bought those a year ago and held them--and I would
not be sour grapes for having dabbled with the microcap
stocks. Wait a minute, what am I talking about, my
account is up 2700% since the October stop loss.
I am feeling fine!

If I occasionally make a few folks uncomforatable when
I go a little mental at 2am, so what. I do apologize
however.

all IMHO!

Mike.twocents.biotech.jedi