Rick,
SI software getting strange. My spelling checker doesn't work, but I just modified both original messages a couple of days ago (for similar reasons) without any trouble. We all got our crosses to bear.
Plenty of pickings around, in BLUE H and elsewhere. VLTS near lows, for example, off of radar since Mike finally bailed. In BLUE, I'm currently tempted by AGIX (we can pay a tad less than Peter! Always an accomplishment in my book), ARNA, LEON, & yes, MCLS. I suspect the former would look the most interesting to you for T/FIF. LSBC & VGNX go without saying at this point, and we probably own enough. Still wondering what the DDDP insiders had on their minds when they bought, considering Miljenko's take on the uncertainties there. Would they have been analyzing data at the time of the buys, perhaps? Good data? Talking about another deal with somebody? Thinking of adding.
A basket of depressed biotechs that have made noises about landing deals. Another angle?
Cheers, Tuck |
