The Thread Formerly Known as No Rest For The Wicked Message Board

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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked

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To: Jane4IceCream who wrote (50564)	6/10/1999 5:45:00 PM
From: Waldeen	Read Replies (2) of 90042

O.T. Hi Jane! Didn't mean to come off so harsh this morning on IMCL... did I come of harsh? I think IMCL is a stellar pick. Do not want to discourage you from posting such picks here, and appreciate that you seem to be focusing on giving us solid plays for us "up 'n comers" (speaking for myself). Read this morning me lamenting not being in IMCL and instead being in some other junk. Especially mad at myself for selling it before this correction, at which time it has gone no where but up. If you knew me, you'd see me smiling all the time and words would seem more sarcastic. That get's lost in print, and am not as eloquent as Charliss or Paul in type! :-) On Topic: Do you think the run up in IMCL is related to the PFE news this morning? cbs.marketwatch.com "NEW YORK (CBS.MW) -- Shares of Pfizer fell 4.7 percent Thursday following news that the Food and Drug Administration restricted use of the drug maker's antibiotic Trovan to treating severe infections after reports it was linked to liver damage......Chaffkin said the news had a psychological impact on investors because of the perception that an "important growth product has faded away."" I'm wondering if some of the more established pharmaceuticals are going to look for the biotechs (especially those with potential anti-cancer products) to freshen up their drug pipelines? The more established Merck, Schering-Plough, Smith-Kline, etc. are fighting off product patent expirations followed by generic replacements. If IMCL is building next to Merck... hmmm. Wondering if the GNE/ROHHY buyout last week(?) may be the signal of a consolidation trend? (Note that the Genentech buyout was not at a premium.) Some of the biotechs are pricey, but others such as IMCL may offer could premiums from here? These companies don't necessarily need to be profitable, this industry understands the value of the drugs in the works, or pipeline. What I know about Merck, their pipeline has a high risk of stagnation. In fact, they stand out. Comments? Going over to the IMCL thread, Waldeen Oh yeah, and getting a nose for CNTO now too via Tom. Starting to make some sense.

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