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 (53)	5/27/2001 1:16:49 PM
From: tuck	Read Replies (1) of 1005

What timing! smh's take on GNSL, fleshing mine out considerably: Message 15859699 Thanks, smh! We seem to have a disagreement on the cash figure, but perhaps my figure is more current? The presentation in which I'm 80% sure I heard $40 million was from 5/8/01 give or take a day. Wouldn't this imply a pretty good quarter so far in collections, if not sales, if this correct? Especially considering the buyback & the pace of R&D. smh, do you (or anyone else) intend to listen to the DR webcast? If not, I'll listen again. I'd like to hear Williams say $40 million one more time or know someone else heard the same. Edit: I do not mind the cost of the buyback. It would have been dilution as PKI sold eventually, anyway. Now we mostly have to worry only about the insiders. Cheers, Tuck

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