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Biotech / Medical : Biotech Momentum- Dr. Jekyll/Mr. Hyde

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To: biowa who wrote (31)2/18/2000 1:15:00 AM
From: RWReeves  Read Replies (2) of 55
 
With a day like this it's hard to tell which sectors are hot. I wish they wouldn't all go up at once <g>. Obviously genomics is still hot, any kind of antibody seems to do the trick and onc is moving but slower (e.g. ILXO, ONXX) I think GT stalled for the moment. Anti-virals were hot last two days, AVIR then GILD. What's with RGEN? Did they win the lottery?

I'm looking at sympathy plays, second or worse tier emulators of first tier winners. ARDM, LYNX, EPPH come to mind.

I worry about Neuro, seems like it moves up, then it has a seizure and falls down (NBIX, SNAP, CORX, CNSI). GLIA has so many parasites hanging off it that it can't struggle to it's feet. But I love it and stay long regardless.

That's my combination of market insight and anthropomorphism (e.g. BTRN)

We need some IPOs.

RWR
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