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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio

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To: Jibacoa who wrote (997)12/3/2004 3:40:19 PM
From: tuck  Read Replies (1) of 1005
 
Nice call! Wasn't it a SynX patent grant that started the run? NGEN seems to be getting some good immediate mileage from that munch. Still think it's near term prospects suck on a fundamental basis. Was this a quick technical trade on your part, or a position trade? Would like to hear your rationale if the latter. Let me know when you sell if it's the former.

A couple of other moribund BLUE HP stocks are reviving. ARNA's off its lows on making some clinical progress, and CALP seems to be turning around.

Others, like LSBC, ICOR, and AGNT seem to have little hope of achieving that. I'm guessing ICOR has the best chance of those three.

Cheers, Tuck
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