Biotech Lock-Up Expiration Hell Portfolio Message Board

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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio

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To: tuck who wrote (11)	5/22/2001 4:56:34 PM
From: scaram(o)uche	Read Replies (1) of 1005

BLUE HP makes its first move. Buys 2000 shares of AGNT @ $4.80. You guys want therapeutic or genomics companies in here? Show me the research! Nice first move! VGNX was up another 7% today, and has proven to be another nice hellish play. Not a LSBC, but very, very hellish indeed......... siliconinvestor.com siliconinvestor.com With respect to therapeutics or diagnostics components....... we're late on the curve, establishing this portfolio. The maximum leverage for many components was hit was on 16 April, the convergence of a hellish biotech sentiment, a hellish liquidity crunch, a hellish supply of paper, and a hellish desire to pay taxes. siliconinvestor.com OK...... it won't meet your criteria for sitting down on cash, as it (1) never made it, and (2) it has recovered some. However, I nominate TELK. Research given in the TELK thread.......... siliconinvestor.com siliconinvestor.com And, of course, is anyone going to give an instantaneous "no" to LEXG? I'm not saying that it's a no-brainer, but it's deserving of some consideration.......... siliconinvestor.com siliconinvestor.com

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