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

To: David Bogdanoff who wrote (273)	12/2/1997 10:05:00 PM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 353

David: I am bonded by on-line subscription and can't post full articles. No abstracts. Cell on-line: cell.com Title: Minireview 1. Viral Proteases: Evolution of Diverse Structural Motifs to Optimize Function Lilia M. Babe (ARRS) and Charles S. Craik(UCSF) 2. Caspases: Intracellular Signaling by Proteolysis Guy S. Salvesen (Burnham I., S D, and Vishva M. Dixit (GNE) I like caspases article. Undiscovered and poorly investigated rule of the cysteine proteases in intracellular signaling. This may be opportunity for ARRS. >>In other words, the negatives on biotechs do not seem to be fully built in.<< In some cases price recover relatively quickly after additional decline. mz

To: David Bogdanoff who wrote (273)	12/3/1997 3:08:00 PM
From: Andrew H	Read Replies (1) \| Respond to of 353

>>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?<< My guess is that all this may indicate a bottom for the biotechs.