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Biotech / Medical : Trickle Portfolio

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To: keokalani'nui who wrote (193)12/11/2000 1:26:42 PM
From: tuck  Read Replies (1) of 1784
 
Wilder,

Do you or any other fans follow RSTA? They are a trickle candidate in the same dept. as INCY. Can't figure out why they are getting beaten up every time they announce a win. Putting it into the watch list. Lock-up expiration is a month and a half away; could it be that fear that's driving it down? The overhang isn't that bad. CRL and GNSL also seem to be solid companies going south on good news, apparently due to lock-up issues. Guess the VC are seeing good opportunities elsewhere these days. Well, I take advantage of their liquidation. Trickle will buy another 100 CRL @ 15. RSTA goes into the watch list untargeted pending comments. In real life, fishing for GNSL, but it keeps drifting above my entry target.

Looks like I timed my bottom fishing of MDCC and BDAL pretty well, at least.

Cheers, Tuck
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