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Biotech / Medical : Biotech for less than a buck.

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To: keokalani'nui who wrote (719)	1/29/2004 11:07:49 AM
From: RWReeves	Read Replies (2) of 743

Uh, Thanks Guys, Reminds me of the old punchline..."We've already established what kind of lady you are Madam, now we are just haggling over the price." Sigh. When you are LTAB... DOR, eh? More deadwood removal: GLIA, which broke many hearts and wallets including mine. IMUL Gone someplace while I was out... VTIV which has moved above 10 bucks. What nerve. LSCP which has broken out of its allocated trading range and gone up 1700% is also removed. Bye. Will be adding these: ARNA Arena Pharmaceuticals which is around 6 bucks and has a pretty good gcpr estate. Relatively early stage but looks to have a significant IP position and some deals in progress. No thread which is a good sign. D: I have some in my own account. ARDM Aradigm, which I believe is undervalued. Rick's company and I used to work for/with about half the crew there. No, not an insider- have not kept up but believe the partnering strategy puts a floor (and ceiling likely) on the price and right now it seems nearer floor. Around 2 and change. Maybe some AEGN which looks interesting as well. That one is a maybe. D:I have some of ARDM also. CERS Cerus which is well partnered with BAX and has a tough time of it at the moment. I think their blood pathogen removal value is probably worth more than the current share price by itself. At 4 and change. D: I don't own any CERS at the moment. Been thinking of the baby 'zymes. Anyone want to comment. I've always viewed them with disdain due to the derivative nature, which I beleive puts a damper on their value but no floor. Maybe somebody likes 'em these days and can defend their honor. Will try closing prices for a change, RWR

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