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Biotech / Medical : Trickle Portfolio

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To: tuck who wrote (57)	11/3/2000 2:00:44 PM
From: Biomaven	Read Replies (1) of 1784

tuck, Yes GNSL looks like a reasonable play at these levels. Lockup expiration is often a reasonable time to buy. One of the issues is how many VC rounds there were - sometimes you'll see a stock like ITMN that barely budged at lockup expiration, perhaps because not that big a chunk was owned by VC's. As Rick says, I wouldn't try to be too cute about timing - this isn't real money after all. Be good to have a balance between reagents, equipment, genomics/proteomics, etc. WAT looks interesting in the big-ticket equipment section, and IVGN has been strong of late. Peter

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