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

To: tuck who wrote (3461)	4/19/2001 2:58:09 PM
From: Jibacoa	Respond to of 52153

ARDM: If it can close the Feb.2-Feb5 down-gap from the 13.5 area it would be 100% from present level.<g> The 103,600 shares traded in the last hour on Apr.12 were mainly neutral(6.40 to 6.50 to 6.39) but the more recent volume around 12.30 PM yesterday of 52,700 shares were more down-ticks (6.85 to 6.30) Well, at least it is holding above that at 6.67 and the heavier volume this afternoon(10,000 shares at 1.16PM) were neutral at 6.64 Bernard

To: tuck who wrote (3461)	4/21/2001 8:15:41 PM
From: rkrw	Read Replies (1) \| Respond to of 52153

<<<Of the two, I like ARDM in particular. Clear technological edge in their markets; will be close second, possibly even first to market with first product; overpunished for apparent loss of biz with DNA (Genentech apparently left funding in place, implying to me that a deal will be redone -- I can't wait for the Q&A at the quarterly conference call on that one!).>> Tuck, ARDM has fallen far behind INHL/PFE/Aventis. PFE true or not is forecasting an NDA filing this year. ARDM, we're still waiting for Novo to initiate phase III studies. Unless PFE runs into a brick wall (fda issues, mfg issues etc), ARDM/Novo will be fortunate to be on the market less than 2 years post PFE. Wall Street Weeks guest this past Friday named his top 6 drugs for the coming years with PFE's inhaled insulin amongst. At this point, success for PFE's version would actually be a big positive for ARDM. Also note the recent addition to their board of directors. Some guy with extensive sales experience. Could point to ardm finally self developing a program. Absolutely pertinent, imo, that they do so.