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Biotech / Medical : Biotech Lock Up Expiration Hell Portfolio: Wave II
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To: keokalani'nui who wrote (19)6/18/2004 11:03:36 AM
From: tuck  Read Replies (2) of 107
 
So does anyone find any of these interesting enough to have put them on a WatchList for possible summer shopping? I liked PHRM, but it got away from me before I could dig and decide.

I've dug some on CYTK, and I like what they're doing; it's a classic big science at big markets but early stage company. I have posted a few things on that thread which ought to be easily accessible clicking on "discussion" in the Wave II portfolio.

CGTK also interesting? High risk, high reward, I gather.

And in the dirt cheap category, there's XCYT. Might be worth looking to see if there are any near term drivers there.

Perhaps ANDS with its Hep C program?

Don't all raise your hands at once . . .

Cheers, Tuck
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