Biotech Short Candidates Message Board

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Biotech / Medical : Biotech Short Candidates

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To: tuck who wrote (43)	5/30/2001 12:07:57 AM
From: Spekulatius	Read Replies (1) of 897

FT had an article about Aranesp a while ago. According to FT's interpretation, Aranesp is not much better than Neupogen/Procrit: news.ft.com Even with Aranesp being a blockbuster, AMGN looks expensive. Also PDLI and HGSI appear very expensive to me. These are big cap "must have" stocks. I do not like shorting small cap stocks since they can run violently against you. IMNR has a very checkered past with a few bombs and may be a good short because it gets hyped once in a while. Big cap stocks are much safer to short, IMHO. I do not have a short position in the biotech sector open right now (never had...)

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