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

To: Howard Henick who wrote (240)	11/21/1997 8:51:00 PM
From: Pseudo Biologist	Respond to of 353

Well where do you expect the profits to come from before 2002? His good record on nailing corporate partnerships means burn rate won't be too bad; ditto for the way Sequana was being run. However, none of these factors should be enough to have sustainable profitability, IMO. This leaves real products, by Arris-Sequana or by collaborators, as the only source of profits. The Sequana-inspired products (to be developed by the likes of Glaxo, B. Ingelheim, etc) are still a way off, as far as I know. The most advanced compounds for Arris are the asthma tryptase inhbitors; these are just beginning phase II. It would be a while for those to reach FDA registration, if they ever do. The wild card may be the Arris-inspired compounds/projects being pursued by Abbott, Bayer and other corporate partners. Still, to expect enough royalties from those within five years is a bit too optimistic. Welcome to the world of biotechs. PB

To: Howard Henick who wrote (240)	11/22/1997 12:17:00 AM
From: chirodoc	Respond to of 353

SEQUANA THERAP ( SQNA )Number of brokers <<<<<<t they hope to be profitable by 2002! yes...that is 5 years away--but zack's rates sqna a strong buy!!!!!! recommending as:SEQUANA THERAP ( SQNA ) Number of brokers Strong Buy2 Moderate Buy0Hold0 Moderate Sell0Strong Sell0 Average Recommendation (strong buy) 1.00 - 5.00 (strong sell) ------------------------------------------------------------------------ This Week1.0Last Week1.7Change0.7 ------------------------------------------------------------------------ Industry:MED-BIOMED/GENE Ranked 7 of 124Earnings Per Share ------------------------------------------------------------------------ Last Quarter(Sep 97)-0.39 Surprise19% Consensus Estimates This Quarter (Dec 97)-0.09 This Year(Dec 97)-1.50 Next Year-0.83