Ashley:
Hey, you're talking to the second floor guy. Fortunately, I've (1) kept little chunks, (2) traded myself into a competitive performance with minimal bets, and (3) found valuation plays like KDUS and Shahram's NBSC. Sure wish, however, that I'd have gone with the feel and let bets ride. Of late, every dotcom gunslinger in the world who has crossed over to biotech has beaten me.
<g>
Don't know about the CBMI example, but value was created NPSP (biowa! biowa!) and MLNM/LKST. These events helped to solidify the rally. In fact, I feel that the MLNM/LKST merger was the stealth trigger. Liquidity flow to the sector has gone beyond what could have been conceived when those mergers were effected, and, yes, the op to create value is even greater now.
Merge, merge, merge, merge. Now is the time to even the playing field. Pipelines and platforms were worth squat eighteen months ago.
Let's see what Haseltine can do. He's out on a limb, but, geeeeze, he looks comfortable out there.
<vbg>
Rick |
