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Biotech / Medical : Tularik Inc. (TLRK)

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To: Spekulatius who wrote (91)1/9/2001 2:16:31 AM
From: tuck   of 598
 
Spekulatius,

Mostly OT

Rethinking a lot of my targets these days. Certainly VRTX is looking relatively attractive now. Thought about it in the 30s a year ago, but didn't pull the trigger. TLRK has held up well recently, while others have continued crashing. So I agree VRTX looks more compelling. Haven't looked at PRCS in a while, and never deeply. Thinking ITMN might get cheap, too, for the same reason that PRCS has -- lock-up expiration. ITMN's expired a while ago, and at first not many sold. But the selling picked up. And finally, just a few days ago, it started to look weak. TLRK and VRTX don't have that problem. Also liked CORR in the 20s, enough to buy it. Even looking at MLNM, MEDI, NBIX . . . Lotsa of companies near to market suddenly got cheaper faster than TLRK.

Short answer: no, not buying at $25.

The bears shot the small caps first, and I'm done buying those. On to the VRTXs, MLNMs, etc.

Cheers, Tuck
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