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Biotech / Medical : Sepracor-Looks very promising
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To: tuck who wrote (9653)8/22/2006 2:18:19 PM
From: Rocky9  Read Replies (1) of 10280
 
I have not done anything yet. I got burned selling puts on NBIX too early. I am still net long on SEPR so I have taken a beating there too. I have been thinking about selling some Sept SEPR puts but have not yet. Or I might buy some long-dated calls, at least to bring my total unhedged position up a little. I might have done something this morning on the drop if I had been in the office.

As to NBIX, I'm now very leary to do anything until there is more visibility. I too think that PFE probably knew what it was doing, so the likelihood of a big winner is not good. OTOH, NBIX is more than Ind. And I'm not sure that SEPR can benefit too much in the long run unless the whole market starts expanding again. So I will probably sit on the sideline with with my overweight in SEPR and hope for a buy-out, or, less likely, growth in Lun.

JMO.
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