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Pastimes : son of T/FIF
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To: Pseudo Biologist who wrote (285)11/19/1999 6:39:00 PM
From: RWReeves   of 673
 
Oddly enough,

I have positions in everything but PPDI so had no explanation for the blip. Looks kind of like an activation energy curve doesn't it? But I have taken progressively larger positions in some of the others including QTRN as these should benefit tremendously from the tightening regulatory and pharmacoeconomics screws, leading to more trials and more cash flow. They also have some immunity from the kind of out of the blue whacks we've seen in some of the good (GILD, BGEN) the bad (AVIR, GLIA) and the just plain ugly (you know who).

I'll move the CRO wagons over to their new home to give you some elbow room here.

RWR
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