Per my post on the CIPH thread and elsewhere,
Message 20298458
BLUE HP does its first bit of summer shopping, starting a CIPH position. 2500 shares at $3.60. Will tune in next quarter to see if they estimated the damage accurately. If not may get to add even cheaper, as in low $3s. For those trying this at home (usual disclaimers apply), I recommend a similar strategy. Don't buy all at once here, as the sluggishness might persist for several quarters, with small spikes from the AD presentation and the like. But long term risk/reward looks very good here, IMO.
Seriously considering CALP, whose cost cutting has helped, and whose munch of Zymark is apparently helping, as well. Glad they didn't sell out to that Little Bear vulture fund.
Tempted by INGN. Market seems to be assuming the worst about PIII H/N accrual. Zeta, Bernard, any thoughts on bottom fishing here? Seems as though tech value is getting very low. If Advexin is a bust, do they have the dough to advance the other programs without having to dilute for a while?
Cheers, Tuck |
