Biotech Values

[ariadndndough]

mcbio thanks for your reply and in your detail of what your thinking. i hear ya on aria and mrk cc but remember that was not the best day for mrk as they pulled there guidance and a pipeline hit on voxapar (sp?) way to much to talk about for a analyst to bring up rida. i was very pleased mrk just mentioned it. my gut tells me mrk will make a splash with rida at ASCO.

i use to be in rigl and exel. no current postion. still looking at arry which i know you follow but to me this company seems like it has lots of products but there all maybe 2nd to 3rd best in class to me?

mcbio anythoughts on amrn??? i know you dont like big binary events but this company seems to have a blockbuster and is willing to partner very soon. i am a buyer.

nice sharing thoughts with you as i think it makes us all better investors.

goodluck in 2011 and beyond

dough