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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio
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To: Jibacoa who wrote (618)2/5/2002 12:03:21 AM
From: tuck  Read Replies (1) of 1005
 
Bernard,

I am pretty confident that BLUE HP will make money on that trade sooner or later. ITMN is one of the best managed biotechs out there, methinks. Good dealmakers with good taste. And that was a nibble. BLUE HP still has some cash. It has made some clinical and business progress since the worst lows, too. If I am wrong about the short term direction, I will likely re-allocate some of my own funds to buy in the low 30s/high 20s. And sleep well.

Have you got any recommendations as to BLUE HPs cash stash? Or are you gunshy about everything for the moment? BTW, I will most definitely take short suggestions, or sell recommendations. Wondering for instance, about CIPH, and the litigation simmering there. Ditto AMEV, though I would guess that is farther in the future.

Cheers, Tuck
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