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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio
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To: keokalani'nui who wrote (387)8/28/2001 11:12:31 PM
From: Biomaven  Read Replies (1) of 1005
 
Wilder,

<AGIX>

But I'm betting that they won't meet the formal end point, so maybe the time to buy them is if they announce at the meeting that they didn't hit it. (Although as I've said before, the trial results actually looked pretty good to me, endpoint or no).

I'm out of PTIE, by the way, with a very small profit.

I should really emphasize to all that my DD level on most of these Blue stocks is fairly minimal - I'm not buying that much of them and so I'm very much not talking Rick or Miljenko level scrutiny here. Basically I'm prepared to buy a little of any biotech that looks cheap, interesting and where I have a good gut feel.

Peter
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