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Biotech / Medical : The thread of life -- Ignore unavailable to you. Want to Upgrade?


To: Extra Pale who wrote (69)12/4/2000 5:15:33 PM
From: Mike McFarlandRead Replies (2) | Respond to of 1336
 
I like your B team--strange that the haves and have nots did not get together at the peak in share prices, or as biotech recovered toward Summer. Have you considered Ligand to be very munchable? And when is Ariad going to partner something (I pitch all my Ariad emails into a folder as they arrive--I really need to read them sometime) It is funny, I do not own ARIA because the management seems weak, and yet I do own things like AXPH where management is surely weak. Shame on me. I hope there is some hidden value in Axys which will pop up and surprise everybody--the value in Discovery Parners is way off lately.

C team--GZMO, I'm sure you have DNDN on your watch list.

Wit? You are too kind. Thread of Life was about the best I'll ever do. Honestly, lack of sleep (we spoil the baby when she demands attention at 2am) is a little hard on my mind. I do think I had a little smarts briefly late in High School, and sporadic fits of insight in my College days. All downhill since then, but I'm happier now, fair enuf.