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Biotech / Medical : Tularik Inc. (TLRK)

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To: scaram(o)uche who wrote (62)7/12/2000 5:27:24 PM
From: tuck  Read Replies (1) of 598
 
Rick,

>>one of the most exiting of biotechs.<<

That a typo or a reference to insider fiscal behavior? ;~)

Had a deeper look at the 10K and was pleased to see all the converts converted. Makes the math a lot easier, and the manipulation less.

These lockup blues may be the last opportunity at these prices, and I don't expect it to last more than a couple of months. At which point, absent overhang, some clinical news (such as dosing/toxicity results from their oncology candidates they can go to PII with) and maybe another deal could pop it back into VRTX range in the fall. I appreciate the parallel; I was looking at VRTX, and almost bit when it was under $30 last year. Sigh.

That TLRK couldn't join the strong tech rally today gives me hope I might get a last crack at the high twenties soon. Watching closely, and expect to enter a GTC put sale limit order in soon.

Cheers, Tuck
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