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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Andrew H who wrote (485)5/9/1997 6:47:00 PM
From: Rocketman   of 9719
 
Yeah the CEPH thing is a definite maybe! They are still too expensive for my blood. They actually did a nice DCB bounce if you could have gotten in at $11.5 and out at $13 for a nice 13% one day gain. Chances are you wouldn't get the $11.5 CEPH price, but I bet you could have gotten in below $12 if quick on the trigger this morning.

Don't let Cyto's demise bother you, I'm still long on it big time. I think that many of the thread people expect realtime miracles and that they need to have some patience.

The problem with what G did is that he left it really ambiguous, thus the markets aren't prepared yet for whatever he is going to do, thus unless he clarifies himself before the meeting on the 20th, the markets won't pre-adust and will be really volatile no matter what he does after he does it. Of course, after he acts, he'll go back and say that his comments were very clear about what he was going to do - YEAH RIGHT - CLEAR AS MUD!!!

Glad you like my brothers comments. He can be a real cutup. Like I said, it's in the blood. He'll really crack up when I tell him I posted them. He is always coming up with some funny crude angle on things. I tried to get him to start posting with us on SI, but he didn't want to pony up the $45 fee. He's pretty damn busy too and doesn't have the time to participate - he's too busy pushin' rug (he's a corporate carpet sales rep). Well anyways, surfin' on.....

Rman
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