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To: Galirayo who wrote (7551)4/30/1998 5:00:00 PM
From: JOEBT1  Read Replies (1) | Respond to of 9262
 
Ray--Based on some expensive experience I have found companies like ARIA with great science lounge around marketwise until they advance into Phase II/III product trials. ARIA has great technology and partners but they are in pre-clinical research. It may move on news of new partnerships but usually falls back. AXPH and MLNM are other examples of this.
ICOS is well advanced in several trials but needs cash. It's likely to do a private placement or equivalent which will be a short term negative for the stock. All the above IMHO.



To: Galirayo who wrote (7551)5/1/1998 1:29:00 AM
From: scaram(o)uche  Respond to of 9262
 
[ chat, Ray ]

>> I will look at both of them closely tonite if you want <<

Nah, thanks. I'm gonna hold ARIA until either it dies or I do, and I think that I'll just sort of ignore the other one unless it won't let me.

Cheers! Rick


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