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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio
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To: keokalani'nui who wrote (196)6/27/2001 2:06:10 AM
From: tuck   of 1005
 
Wilder,

Shorting SGEN is worth exploring. My first question is: any expected news flow coming between now and unlock? Trial results or some such? I think we may get a rally as warnings season winds down, so perhaps SGEN will pop up once before being shorted into the unlock.

Obviously shorting BDAL was the right idea, just missed my target. I'd be pleased to hear of more of them, as there must some companies you guys pass on, and for good reason, on your way to picking longs. Those that aren't BLUE HP types, please try the "biotech short candidates" thread, which I feel is a little underutilized.

I'll throw up some SGEN links if you don't, and we'll dissect a little further.

Cheers, Tuck
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