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Biotech / Medical : CVAS-an interesting california-based biotech company here
CVAS 0.0004000.0%Dec 5 9:30 AM EST

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To: michael_f_murphy who wrote (90)5/17/2002 1:04:01 PM
From: keokalani'nui  Read Replies (2) of 126
 
Not quite. Up approx 250,000 shares. 2/02 13g showed 3.1m shares.

I still hold to prediction April 30, or next 13g-a will show considerable selling. By taking big position 1Q02, BVF obviously speculating on stroke--gotta be one pissed off shareholder.

Thanks for the pointer anyway, BVF quarterly holdings must have been recently filed as I have been checking every couple days.

First Edit: I see nice new DDDP holding. They've been the buyer at $6. Chart shows someone has open orders over last few months near $6.

Second Edit: And AGIX represents 28% of portfolio? They are insane! Rick, if you are watching, have they ever made a mistake with that big a holding?

Wilder
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