Biotech Short Candidates Message Board

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Biotech / Medical : Biotech Short Candidates

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From: tuck	1/6/2005 3:53:52 PM
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Watching Nanogen (NGEN) get frothy on an issued patent, and Geron (GERN) get frothy on winning an interference. It's a fairly important one, the latter, but only in the long run, and a good hunk of value attributed to it is being priced in today. NGEN seems like a good short into earnings. Newly acquired Epoch was roughly at breakeven, while NGEN's own diagnostics business is just moribund, with no end in sight. I'd expect earnings reality to temper patent exuberance. GERN, there's no telling. It's handed me my butt before. I have a better feel for NGEN. Anyone else got ideas these days? Cheers, Tuck

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