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

To: chirodoc who wrote (304)	12/9/1997 2:04:00 AM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 353

Doc: I said for now. Their obviously attention is to get out of ARRS, but not at current price. If merge succeeds, than they will have worse chance for exit because several MF will follow their recommendation. Why they didn't recommend lock-up period for large ARR. SHE (them and others)? The way they presented SQNA value is discussing and with strong negative premise. Remember, ARRS didn't yet confirmed advantage of the Delta technology. Bayer is further developing tryptase inhibitor in their own laboratory. Any news from P&U or SK work on PI. NO!!! SQNA confirmed that they are able to discovery gene causing diseases and recently they are expanding (Aurora, Zymo, GLX, W.L.) from pure genomic company to integrated R&D company. Who have better deals, lower burn rate and higher cash reserve?: SQNA. Who have better technology?: Each company in its own field have some advantage and strength. Combine company will have overlapping in osteoporosis and MRK or BM (Roche) may kill deal. I will give my vote to Roche and gene discovery by SQNA, not to ARRS PI inhibitor. >>.........don't you think the rise in stock price today was due to the street thinking...<< I do not know how street think, but I will say that they think in wrong way. Combine company will benefit from each part because fields are complementary and synergistic. Several new program will be open for collaboration: cancer, diabetes/obesity, inflammation, asthma (expansion of the BI deal), antibacterial/antiviral (different approach than serine protease inhibitor), expansion of cardiovascular with P&U,... All this are not possible if company stay separated, or deals will be at much lower value. >>........are you sure they are done?<< No. Of course not. But one can ask them how much they sold today and coming days. mz