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: hmpa who wrote (51)	5/27/2001 12:39:42 AM
From: tuck	Read Replies (1) of 1005

hmpa, Can't speak for everyone, but my thoughts on HBIO are concentrated through these three posts. Trickle very nearly bought this a couple of months ago, and wishes it had. But had it done so, it would be cashing out right about now. Message 15738855 Message 15470103 Message 15466152 Haven't done real deep DD on these folks yet, but at first blush they seem to be executing, and I like 'em in the single digits. With the unlock coming & maybe a market pullback, I expect we'll get 'em. I meant to track down their earnings CC. Should I manage that, I'll post on Trickle and link here. I haven't found anyone interested in them, which means little. My coterie of unpaid consultants is understandably small & fickle about trickle. Also among the yet to unlock is TWTI, and it too, has held up well. Their Invader systems that appear to finesse PCR seem to be selling. Need to start looking at them, too. Anyone ahead of me there? Cheers, Tuck

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