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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio

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To: nigel bates who wrote (59)5/29/2001 12:17:57 AM
From: tuck  Read Replies (2) of 1005
 
Hola, Gang,

First a housekeeping chore, to be explained later: Rick, Peter, either of you use Excel? Please PM me if so.

Now then, on to a preview of tomorrow's (Tuesday's) drama . . .

RIGL unlocks tomorrow.

ipolockup.com

What's RIGL?

biz.yahoo.com

In a nutshell. A few of us have dug up abstracts and chatted a little.

Subject 37497

It might help to hear the more coherent presentation by President James Gower. See if this link gets you in, one click away. It's the Dain Rauschers conference again. If not, I believe I posted a more general link here and on the Valuation thread. Or ask me.

twst.com

And how has RIGL been doing? About as well as the average biotech of late, almost doubled off of its low. It now hovers at its IPO price, having gotten back on lightish volume.

siliconinvestor.com

I like RIGL a lot. Their method of elucidating pathways is so elegantly direct. They find the genes responsible at the end of the process, and don't care that much. Take that genomics jocks! What's more, they seem to move pretty fast (compared to say, INCR, MEDI, <your pet peeve slowpoke biotech here>, etc.) 12 programs in four years, some ready for the clinic.

BLUE HP is looking for hell to take RIGL to 5 or so. All views invited.

Cheers, Tuck
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