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Biotech / Medical : Trickle Portfolio
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To: nigel bates who wrote (468)3/2/2001 2:03:50 PM
From: tuck  Read Replies (1) of 1784
 
Nigel,

Perhaps you're lurking the exchange I've had with Rick on the ABSC thread. He thinks PanVera is a good fit, and he does know the space. It is clear from the volume that a fund is bailing because it doesn't like the change in business plan. And it's doing so all at once. I wonder what else the fund likes; maybe its just getting net outflow and has to sell something to meet redemptions. Whatever, I sold puts this morning, so I guess I ought to buy a last hundred shares for Trickle. I'll log it at 15 1/2.

Cheers, Tuck
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