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Biotech / Medical : ArQule -- Ignore unavailable to you. Want to Upgrade?


To: Dr. John M. de Castro who wrote (192)3/31/1998 11:26:00 AM
From: Biomaven  Respond to of 399
 
<<This is repetitive and boring. It sounds just like a dozen other ARQL releases. That's what happens when a fine business plan is well executed.>>

I like it <G>.

The art of biotech investing is to find the right combination of stocks (like INCY and ARQL) where you are happily bored and those (like MOGN) where you are happily excited.

Peter



To: Dr. John M. de Castro who wrote (192)3/31/1998 12:48:00 PM
From: scaram(o)uche  Read Replies (2) | Respond to of 399
 
John:

This deal is actually ("Immunex will elect") structured a bit differently. It had to be, given AHP. However, that's a plus.... this is a biotech-biotech deal that has tangential big bucks behind it. Moreover, this is a deal that allows for multiple products from a single program of a multiple-program company (IMNX). This is a great match.

Agree completely with your sentiment. Now, Gordon, let's see that IND that's supposed to break up the boredom.

Cheers! Rick