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Biotech / Medical : T/FIF, a New Plateau

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To: scaram(o)uche who wrote (768)12/8/2001 2:36:45 PM
From: tuck  Read Replies (2) of 2243
 
>>Is there need to go beyond BLUEs for hunting? Is some of the current pressure on BLUEs due to tax selling?<<

Only a few BLUE H stocks have done well, so it's a happy hunting ground for prospective shareholders (less so for early ones).

Those that biofreaks follow to some degree:

GNSC KOSN LSBC AGNT DDDP ACLA CALP VGNX DCGN MCLS SGMO INGN
RIGL TWTI AGIX DPII GNVC

And a number that we don't, including:

LMNX VLGC EDEN PDGM ALTH DNDN

Only a few of these are T/FIFish in character. It owns a number of the better ones. I would say that the ones it doesn't have but might fit are:

ALTH INGN GNVC RIGL AGIX SGMO & maybe GNSC and DCGN (I don't follow those last two or ALTH). Right now, my favorites in that batch from risk/reward perspective are RIGL, SGMO, & INGN (also GNVC on pullbacks to the 3s, if they come; of these it's had a particularly good bounce off of lows and may need a bigger rest).

Disclaimer: I'm an honorary biofreak at best. This is meant to kick off sorting/research efforts in response to Rick's call, not saying folks should run out and buy right now.

Cheers, Tuck
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