SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biotech Short Candidates

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: mopgcw who wrote (642)4/20/2004 12:46:45 PM
From: tuck  Read Replies (2) of 897
 
BSCP takes small profits on ABI at $18.75, the current ask, and on NGEN at $7.85, the current ask. Gains of 6.2 and 12 per cent, respectively.

I had shorted QLTI on the theory that sales of Visudyne were slowing. Past tense. It joins AFFX in having temporary earnings weakness, and both are kicking BSCP's butt. I may never see profit, but think I can do better than give up now. Thoughts welcome.

Also considering a small -- 1/4 position, probably, because of the risk -- position in GNTA prior to FDA ODAC meeting. Trial design & results iffy enough to cause problems? Thoughts welcome.

Cheers, Tuck
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext