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Biotech / Medical : Trickle Portfolio

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To: Biomaven who wrote (59)	11/8/2000 2:53:54 AM
From: tuck	of 1784

Peter, 59 form 144s for ITMN in a little over a month. Clearly Actimmune is the bomb, or the stock wouldn't have held up so well. Contrast with GNSL, which has surprised heavily to the upside for both its public quarters and offered no particular guidance that I could find. Seemed to let the numbers speak for themselves. Lock-up has just finished there, and already its chart looks very different from ITMN's. siliconinvestor.com Most indicators getting towards oversold. Is it finishing a bottom or is lockup breaking the ~10 - 12 support area? My recollection is that ITMN had a reasonable overhang, while GNSL's is rather large. Could this account for the huge difference in relative perfomance? I know this is a bit apples and oranges, but sheesh! Anyway, the Trickle Portfolio may very well nibble some GNSL tomorrow. It'll nibble more if GNSL hits single digits. Unless I get a good argument to the contrary. Cheers, Tuck

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