Biotech Short Candidates Message Board

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Biotech / Medical : Biotech Short Candidates

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To: Art M who wrote (632)	1/6/2004 10:21:19 AM
From: tuck	Read Replies (1) of 897

Adding NGEN to the WatchList and seriously considering a position. The run up from their nanotech patent seems quite overdone to me, since it will be years before they or anyone have a chance of putting it to commercial use. Meanwhile their SNP diagnostic business languishes due to slow roll out of products. If they don't do a follow on here, the CFO should be fired. Anybody got thoughts? Bernard picked this for his 04 contest, and it's currently his biggest winner, but I suspect it was a technical breakout pick more than a fundamental one. He doesn't hang out here, anyway. But Bernard -- and other biofreaks -- if you're out there, comments welcome. Aside to gotmojo. Looks like CYPB is being stubborn at the moment. What's your reasoning and timeframe? Cheers, Tuck

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