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Biotech / Medical : Trickle Portfolio
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To: nigel bates who wrote (479)3/7/2001 12:52:22 PM
From: tuck   of 1784
 
Nigel,

Thanks for the newshounding. VARI no longer part of the portfolio, but I have been following it loosely. More relevant to the portfolio are recent product announcements at PittCon by BDAL and ABI. The former is holding up, the latter is getting mushed (recent lukewarm coverage may not be helping). Trickle looking to buy a second round of ABI at $55. Also noticing that while SIAL jogs away from me, WAT is again sniffing my buy target of $55. INCY drops a couple of points, I'll get one last lot of it, too.

Cheers, Tuck
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