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


To: scott_jiminez who wrote (1102)3/16/2000 4:17:00 AM
From: gerald tseng  Read Replies (1) | Respond to of 4474
 
Scott:

Thanks for elaboration. I will be looking into these companies. I don;t think the device companies would have the same power as Genomic company though. However, the beauty of these companies is being small cap value with regards to their potential.

I really like ARIA, I think they are the natural next-step after the competion of Genomic Database.

Do you have an opionion on CLPA?? Thanks.



To: scott_jiminez who wrote (1102)3/25/2000 9:50:00 PM
From: wontgetfooledagin  Read Replies (2) | Respond to of 4474
 
several months ago i was approached by an inventor/ceo/ physician who had 17 patents on a few different size syringes. he was trying to raise money privately. after i looked into the market i saw an obvious huge need for safety syringes. in fact the problem is so bad in california hospitals the state was in the process of making safety syringes mandatory.

clearly, this fellows biggest obstacle was marketing. after looking into companies who control these markets it seemed like a tough market to penetrate domestically. according to this fellow becton dickinson and j&j tried to crush his little company. it makes sense that those types of partnerships could be risky.

it is my understanding that in order to win contracts with the world health organization companies are expected to provide products at or near cost.

i passed on this gentlemans company for these reasons and price.

scott since my first encounter with you i have been watching your posts and it is clear you are knowledable and think thru your investment decisions very well. which is why i would like to talk with you more regarding unvc. i have a ton of research on the safety syringe market i would like to share.