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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio
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To: tuck who wrote (231)7/3/2001 12:50:43 PM
From: tuck  Read Replies (1) of 1005
 
Nigel,

There are several companies undergoing lock up in limbo, as opposed to hell. Among those that come most immediately to my mind are ITMN, ARNA, DYAX, & MDCO. These are worth watching for weakness. They are not nearly as likely to test their bottoms again as most BLUE H companies, but good entries will nevertheless be possible as insiders sell the rallies. A few will not buckle under that pressure. But I'll betcha at least one of 'em will.

If any of you follow these companies, feel free to opine here. Keep it short on ITMN, which is well-followed by many of us, and which has an active thread.

Cheers, Tuck
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