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

To: tuck who wrote (111)	2/24/2001 10:36:11 AM
From: Mark Bong	Respond to of 255

Tuck, same thing during the CC, but he was a little cagier regarding pain inhaler with SCB. He kept referring to "if they wish to pick up their option" for P3. I would not be too surprised to see them drop out, but we will have to wait and see. I want to see more substance. Mark

To: tuck who wrote (111)	2/24/2001 2:12:25 PM
From: rkrw	Read Replies (2) \| Respond to of 255

<<At the BIO CEO conference, Mr. Thompson cryptically mentioned four unannounced programs. Unless my ears deceived me.>> In the past, they've informed that unannounced means unsigned, implying feasibility type work. If you've listened to them speak before, it's something to the effect of they don't announce and disclose partnerships until formal agreements are in place. They haven't formalized an agreement since May 1999 (the since dropped DNASE/GNE alliance). On the plus side for ardm, pfe apparently announced earlier this week that their planned NDA filing will be delayed by six months, implying a late 2001 nda filing vs previous est of mid 01.