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Biotech / Medical : T/FIF, a New Plateau

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To: scaram(o)uche who wrote (398)3/20/2001 9:15:41 AM
From: scaram(o)uche  Read Replies (3) of 2243
 
close, Monday, 3/19.........

I remember that two of the three were ABSC and NBIX. Don't know if I was talking about INCY at the time. Don't think so, but it is cheap IMO.

Of the "lockup" companies that have been driven to prices well below IPO -- pounded -- I am interested in or watching TELK, LEXG, LSBC, VGNX and one other that I don't want to mention yet. Don't see any reason why these might move.

I believe that ITMN -- at this MC -- demands some sincere research. Ditto CVTX, and lots of wise friends love it.

MLNM and CRGN are doing deals that no other biotechs can do.

Still believe in many of the "pop" stocks that are in the portfolio attached to this post (avert eyes south), which has a basis of 100K rather than the 115K shown (that is, it's down an ugly 4% YTD, rather than the 18% indicated..... profits are added back to basis, see the thread).

That's enough from me. Lots of friends are pounding the table over SEPR, but I don't follow them closely.

Others are welcome to suggest names to help this guy. I'll ding any scams or bait and switch companies, however.
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