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Biotech / Medical : Biotechnology Value Fund, L.P.

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To: nigel bates who wrote (1892)8/28/2000 4:01:28 PM
From: tuckRead Replies (1) of 4974
 
Nigel & Stefaan,

I remember you guys were starting to look at NEOT when they announced a toxic convert several months ago. And toxic it seems to have been, wrt share price since. Do y'all do conversion rallies? If so, keep your peerless news search engine trained on NEOT for announcement of renegotiation of conversion terms within 5 weeks -- and subsequent rally -- if my hunch is correct. For reasoning, see

Message 14288089

and related posts on the thread with my name attached since announcement of the deal. Opinions on this call, + or - are appreciated.

Cheers, Tuck
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