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 (199)	6/27/2001 10:29:00 AM
From: tuck	Read Replies (1) of 1005

BLUE HP adds SGEN and TWTI -- the only two BLUE HP candidates that have yet to unlock -- to the WatchList. Also watching ITMN sink back towards the 20s. Mighty tempting. A look at recent insider activity is rather instructive: a smidgen of buying in late April, a wave of selling peaking as ITMN headed for the 40s on a new licensing deal (a good-looking one, I might add). I think people are noticing; it's trading back on no further news except of these 144s: insidertrader.com We, too, will attempt to trade with the insiders there. siliconinvestor.com Apparently SI's "ITMNE" problem had other effects. But the late April data is there. BLUE HP will nibble 100 shares at 29. Folks who want to know about ITMN, check that thread, but I reckon many of us already follow it some. Indeed, I've traded it in the past. Anyone else have thoughts on entry strategy for ITMN? Cheers, Tuck

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