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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (5162)	6/19/1998 12:16:00 PM
From: Vector1	Read Replies (2) \| Respond to of 9719

Peter, ARQL is in free fall and headed straight for single digits. The market can be merciless. The question on the value of ARQL is how much they really add to the drug discovery value chain. Most (all) big pharmas have or believe they have tremendous core comp in chemistry. Unlike bios they tend to view their technologies and assets as secrets. With regard to AGPH I agree that the market has reacted negative to nuetral on the IR deal because of the near term effect on earnings. Long term it has potential to be a huge deal and I will continue to accumulate on weakness. I wonder whether good news out of the World AIDS Conference is already built into the stock. AGPH and IR have already disclosed that a new clinical study has for the first time examined the use of Remune in combination with antiretroviral therapy (AZT +3TC +Crixivan) and has yielded encouraging results. Maybe the proof is in the details of the initial data. My guess is that the data is very good. V1