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

To: Miljenko Zuanic who wrote (272)	12/2/1997 9:13:00 PM
From: David Bogdanoff	Read Replies (2) \| Respond to of 353

MZ; >>I wish they would just admit defeat with APC-366 and move on.<< >>At this level APC-366 failure are build in price, IMO. << That's an interesting point. I have noticed that positive news seems to be built into the price of biotechs, eg Vivus with its recent UK approval and Ligand with its recent Lilly deal, and the announcement has little or no effect on the price. Arris recently announced some good news with no effect on the price. Whereas negative developments still impact a stock even when anticipated. eg Agoroun was marked as a good short on an SI thread, and when bad news was announced it was duly clobbered. In other words, the negatives on biotechs do not seem to be fully built in. Comments anyone? David Negative on the articles in Cell; could you provide a link?