Biotech vs. Shorts Message Board

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Biotech / Medical : Biotech vs. Shorts

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To: biowa who wrote (150)	8/16/1999 6:41:00 PM
From: Biomaven	Read Replies (4) of 427

I'll have a shot. Basically I'm looking down a list of biotechs sorted by open short interest and picking out the "respectable" companies and also skipping those which are just arbitrage plays. (In order by short interest:) ELN GENZ AMGN GILD CHIR ALKS SEPR AVIR IDPH BGEN GELX VRTX IMNX CLTR ICOS IMNR CEPH DURA SANG If you sort by short ratio, it looks like: QGENF VRTX BVF GELX NFLD GERN ALKS SANG ARIA GILD ENMD CLTR ALGO NPSP GZTC AVIR CELG ELN TKTX GENZ IDPH SEPR INCY Out of the latter if you picked a 15 stock portfolio of: VRTX GELX ALKS CLTR NPSP AVIR ALGO NPSP AVIR CELG ELN TKTX GENZ SEPR INCY I think you'd do pretty nicely over the next few years. If you want to get a bit riskier, you could throw in GERN and GZTC as well. Of course a lot of the shorts old misguided favorites like AGPH, CNTO, NXTR (although maybe the perennial big short position there was just an arbitrage of some short) and SUGN are no more. <g> Peter

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