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Biotech / Medical : ARRIS - Another partner -- Ignore unavailable to you. Want to Upgrade?


To: Steve Lokness who wrote (214)11/8/1997 5:34:00 PM
From: CYBERKEN  Read Replies (1) | Respond to of 353
 
It's all just IMO: I don't think ARRS will run away from anybody in the next 3-6 months. I'd love to see the usual biotech late-year rally. If that happens, ARRS and SQNA should certainly get their share. But this is really a buy and hold situation, with potential for the "hold" being incredibly profitable for 10+ years.

John Walker of ARRS has made this small development co in to an innovative enterprise that is highly respected by anyone who looks into it. If you like advisory letters-it's a shared rec by McCamant and Mike Murphy. If you check their annuals, you see increasing stockholder's equity and maturing research that makes them very exciting.

Recent public interest has been about an asthma product called AP366 with a rather checkered history. When the attention get focused back on the overall picture of ARRS, the stock will be given, IMO, a much higher value. This merger will help with that.