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

To: Mike McFarland who wrote (1069)	3/4/2000 4:23:00 AM
From: scott_jiminez	Read Replies (1) \| Respond to of 4474

CNSI in an excellent example of wise biotech investing. Cambridge is near the top of my watchlist for potential purchase since it has met my most stringent criteria: publication. Not only does Marchionni et al. team up with Cedric Raine, 'Dr. Myelin/Oligodendrocyte/MS' (http://www.ncbi.nlm.nih.gov:80/entrez/query.fcgi?cmd=Retrieve&db=PubMed&list_uids=10635037&dopt=Abstract), but they are also requested to write reviews on the subject (http://www.ncbi.nlm.nih.gov:80/entrez/query.fcgi?cmd=Retrieve&db=PubMed&list_uids=10668441&dopt=Abstract). See Mike THESE are the signs to making a wise choice in biotechnology because it is the judgement of the peer review system that is the ultimate arbiter of a company's science. And in the end, REGARDLESS of what all the financially-focused or biotech-insider mavens around here scream at you, it is the science that determines a biotech company's success. Not wishful, hopeful, insider-scoop science: brick and mortar science published in top journals. Accept nothing less. If I am interested in a biotech company, THE FIRST THING I DO IS SEARCH PUBMED. IF I DON'T LIKE WHAT I SEE, I DROP THE IDEA IMMEDIATELY...NO CAVEATS. The science has been the foundation of Ariad's run. It continues to be bizarre how folks on SI CONTINUE to speak in terms of a day-traders rally, a classic momo play, 'short it!, for the emperor has no clothes!' etc., when referring to ARIA. Strangely, the same things were being said at $7/share. The idea of an unimaginably expansive platform rings hollow to them (as they focus on product pipeline exclusively) - as it is implied the platform claim is a lame excuse to justify the run. To these SI mavens, whose focus is on everything BUT Ariad's bricks and mortar science, the stock is a drop-dead, 'emperor-has-no-clothes', short. Those of us familiar with the science - and those countless investors who have invested in the company over the last six weeks or six years - know better then to bet against Ariad's science. I made a similar case 6 weeks ago @ $7/share. I stand by the claim @ $42.