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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: scott_jiminez who wrote (8068)	7/5/2000 10:43:25 PM
From: Miljenko Zuanic	Respond to of 9719

Talking about double standard: Message 13997522 <<BTW, I personally own 0 shares or warrants of Ariad. My daughters account carries a couple hundred shares of the stock. >> and early Message 13996456 <<The reason I noted a lack of respect for Ariad was that the company is rarely mentioned as a participant either in the field of genomics or bioinformatics although that is clearly its' turf. Additionally, it was trashed by Briefing.com last ~March based on a tunelvisioned analysis of the applicability of its platform. I completely disagree with that viewpoint and continue to place my $$$ on Ariad to prove it. >> So, how do YOU play Ariad? Wouldn’t be more appropriate to explain investment basis for Aria, and not argue for its favor with opposing other pick-comps (in this case INCY). Unless they are in direct competition, which I do not think that they are. Miljenko