Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Joe Smith who wrote (57457)	4/26/2002 5:47:04 PM
From: Zeev Hed	Read Replies (1) of 99280

I have minimal exposure in the "Bio-Pharma" with IDPH (plan to double up between $50 and $51), GIVN, NSTK and POSS, I would reenter BSTE if I get the opportunity under $25, but right now not yet. I am looking at entries in DNA (OB at $31.11), TARO (OB at $18.22) BGEN (OB at $35.88) GENZ (OB at $34.77), PDII between $14 and $16 and AMGN (OB at $42.55), but frankly, if 410 is taken out on the BTK, all bets are off. That is a three years bottom and if taken out we could rapidly go to the very low 300 on BTK and these OB's will have to be lowered. I don't have that "taking out" until later this year, but the whole "schedule" this year seems to be accelerated, so we may hit 310 on the BTK before the end of June. Zeev

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