Biotech vs. Shorts Message Board

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Biotech / Medical : Biotech vs. Shorts

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To: mike head who wrote (157)	8/17/1999 12:32:00 AM
From: rkrw	Read Replies (1) of 427

<<PB. have to agree with your 'list' pretty much, but...CELG is sorta broke, true, but remains exciting on 'raw potential' (cryptic, no?)! TKTX is way overpriced-true-, but when push comes to shove, I'll bet on the Teutonic lads! "Ve haf vays to mach you gooperate". Pax et Bonum, mch>> You guys have hit on two of my biggest holdings so I can't help myself. With all the loopholes the FDA has set for thalidomide(no refills, Dr's and pharmacies must go through STEPS program) I've been pleased with the CELG launch to date. The shorts thesis on this one is off target imo. TKTX. By this time next year they'll have 2 NDA's filed and 4 other drugs in the clinic. The shorts are in force due to the Amgen litigation. The big picture and why I'm a s/h is that TKT is not a one product company.

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