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Biotech / Medical : Biotech Stock Picking - 2003

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To: keokalani'nui who wrote (302)11/7/2003 5:53:41 PM
From: tuck   of 383
 
No, sir, 43 days. Contest closes 12/19. Still time for SEPR, too, to have a good day on 11/30. IGEN's spinout may or may not happen by then. I'm not expecting much clinical news from my picks before then, and they may have peaked. However, analysts discovered three of them today: TELK, RIGL, & MLNM all got upgraded (reiterated in MLNM's case).

In real life, I have sold all CIPH holdings from my portfolio, my Mom's, and from the one friend who acted on my recommendation -- in the $12 to $12.50 range a few weeks ago. While customers upgrading to automated frontends for their systems will help, their fuzzy commercialization strategy for their diagnostics business and recent softness in the top line caused me to lock in profit and look for reentry under $10.

I don't follow SPPI, COR, or ELN enough to know if they have a chance of lending assistance in closing the gap in the time remaining.

What's happening with ALXN Monday? AHA or something?

Cheers, Tuck
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