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 Lock Up Expiration Hell Portfolio: Wave II
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: scaram(o)uche who wrote (44)8/6/2004 12:44:58 PM
From: tuck  Read Replies (2) of 107
 
>>george pointed at a new issue. I looked at it, and it's running on mezzanine money, not proceeds from the broken IPO. that is, the current market cap is only about 4X cash in the bank, pre-IPO. many of those among your falling knives?<<

ACAD, yes, and others that priced so low that a secondary at depressed prices is a given. Lots of potential "Rigels" coming, I think. But the capital structures are somewhat better this time around? That is, VC have cheap shares, but not as many?

Any of these look interesting enough to you that you've bothered with DD?

On a different tack, thinking that Neurochem (NRMX) is a potential short given that its drug targets amyloid plaque, and that evidence mounts against that being a cause instead of an effect of . . . Alzheimers or just old age.

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

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News