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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: scaram(o)uche who wrote (8675)	3/17/2001 4:16:44 PM
From: Mark Bong	Read Replies (1) of 9719

Rick, pay attention to options expiration. quote.cboe.com If you look at a number of biotechs that were hit this week, you will see that options traders absolutely cleaned up. Clearly, trading firms made a major effort to push equity price levels down to enhance put value while taking the calls that they sold out of the money. Taking a quick look at the larger cap biotechs, options look bullish beginning in May, but April could still see some valuation trouble. IMHO. This may coincide with tax related selling. Vector & rkrw, thanks for the comment on INCY/MLNM all of which make a lot of sense.

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