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Biotech / Medical
ArQule

An SI Board Since December 1996

Posts	SubjectMarks	Bans	Symbol
399	14	0	ARQL

Emcee: noronha	Type: Unmoderated

Introduction Market Data Compact

H&Q analyst Rachel Leheny is high on this undiscovered biotechnology company. She says among other things "ArQule's superior technology and business model should enable it to become the dominant provider of combinatorial chemistry libraries." Surely she is biased since they were one of the 3 underwriters--but H&Q also exercised an option to buy like 300,000 shares (roughly) at $12 per pop...at least they put their money where their (her rather) mouth is. The key in her view is that their combinatorial chemistry will enable "a meaningful reduction in clinical failure owing to improvements in the drug discover process." They have a lot of collaborations and partnerships with big drug companies too. "On very conservative estimates, the current discounted value of the revenues three-and-a-half years from now is$16 per share. " Based on royalties, etc her target is $31 in 12 months. No guarantees obviously. Does anyone else follow this unknown company whose stock symbol surely can win you a game of Scrabble:)?

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Reply	Message Preview	From	Recs	Posted
399	Voodoo, I caught a 25 spike and got out there. At almost 2 years bearing this wa	StockDoc	-	7/21/2000
398	Knock Knock,, Mr. Opportunity. V Earnings looked sweet. Hope they can keep u	Dr. Voodoo	-	7/20/2000
397	News for ARQL: biz.yahoo.com	jjs_ynot	-	5/11/2000
396	With Celera's news who knows what's gonna happen. V	Dr. Voodoo	-	4/8/2000
395	I bought this stock at 15 and sitting on it. I guess I missed out on the big op	StockDoc	-	4/8/2000
394	Doc, Dilution sucks but it beats the alternatives. And if they get a good pri	Dr. Voodoo	-	4/6/2000
393	Secondary offering is bad news for sure. Suggest that we should not expect any	StockDoc	-	4/6/2000
392	Finally, we're moving. Clinical trials of compounds, at least some, are now	StockDoc	-	2/15/2000
391	According to Yahoo, 62% of the float is in institutional hands, with a float of	-Mad-Jon	-	1/14/2000
390	John, what's going on? Did people finally realize the value or is this a tr	StockDoc	-	1/13/2000
389	Maybe I was wrong. Finally some move. It's so hard to climb again after a b	StockDoc	-	12/13/1999
388	OK LG You agree with the logic part or the fact that we all think we're go	Dr. Voodoo	-	12/9/1999
387	I agree.	HairBall	-	12/9/1999
386	Too bad nothing moves this stock.	StockDoc	-	11/22/1999
385	The contract specifies 20% year 1 and 40% for year two and three based on deliv	NJ Investors	-	10/1/1999
384	I just read the press release quickly, but didn't notice how much of the $3	JMarcus	-	10/1/1999
383	ARQL $30MM deal with Bayer! Stephen Hill has revamped the business plan and the	Dr. John M. de Castro	-	10/1/1999
382	Steven Hill brief interview. I found this on the raging bull board and thought	Dr. John M. de Castro	-	8/18/1999
381	Now there is new and effective leadership. With patience, you will see a new c	NJ Investors	-	8/16/1999
380	<Splain it to me.> Are we still on this subject???? Do you still argue	LLCF	-	8/2/1999
379	<<Yes. But, theoretically, the new drug is better than the old drug -- wh	Herc	-	8/2/1999
378	I hereby take back all the nasty stuff I wrote and offer you an olive branch.	Dr. Voodoo	-	8/2/1999
377	<<SEPR goes in and slightly alters a known drugs molecule so that it will	tommysdad	-	8/2/1999
376	<i>'Splain it to me.</i> Please accept my apologies in advanc	Dr. Voodoo	-	8/2/1999
375	'Splain it to me. SEPR goes in and slightly alters a known drugs molecule	Herc	-	8/2/1999

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