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Biotech / Medical : ARADIGM CORP. ARDM -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (61)	7/29/2000 12:49:35 PM
From: tuck	Respond to of 255

Rick, Once it broached support at $15, things got wild in a hurry. It actually hit 10 the day it closed at 11. Recovered 50% in three days. A pretty violent stock for no news in a while. Needless to say, having sold July and August 15 puts, I was a bit alarmed. Paramount's Rosenberg (it's Rosensomething, too lazy to check now; you know the guys) recently bought around $15 - $16 again, so I figured there might be some safety there. I would be interested in Mr. Silverman's opinion, too. Have you checked the recent release of the PII data? Looks to me like the results match INHL's. If so, and the liquid formulation really does lower production costs, then ARDM should be able to take share from INHL even though it'll be a year or two behind in getting to market. Is this how you see it? Is a company with an inferior product two years ahead to market (INHL) worth paying six times as much for? Not in my book. I have my Mom in ARDM long-term, too. Aside: (I run her portfolio so much better than mine, it's not funny. I should really take lessons from myself). Anyhow, if I see ARDM melting again (or anything I know you might be interested in), I'll try to let you know a little sooner. You might just put this on your watch list. This has to be one of the most volatile stocks around, and could easily yield a savvy trader like yourself some $$, I would think. Cheers, Tuck

To: scaram(o)uche who wrote (61)	8/15/2000 2:13:05 PM
From: tuck	Read Replies (1) \| Respond to of 255

Rick, Possible negative for ARDM? Message 13899441 Have we heard anything about Novo exercising its option, which apparently expired this June -- to expand its collaboration to one or two more programs? Perhaps this explains the weakness recently? Such as the recent bellyflop that made you say, and I quote: "Arrrrrrrrggggggghhhhhhhhhhh." For having missed the trading op, of course. Stay tuned. The chance could yet come with seasonal weakness. Previously noted volatility shows no let up. Have fun. Cheers, Tuck