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.
Non-Tech : NIFTY NINE IN NINETY NINE PLUS ONE

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mike McFarland who wrote (136)1/16/1999 2:46:00 PM
From: Mike McFarland  Read Replies (2) of 613
 
My biotech prospects for next week:

Of the stocks I own...ARIA and BTRN could do well next
week. The volume on Ariad has stayed pretty decent after
the epo spike and subsequent fall...I'm going to guess
that the science is starting to sink in with investors
(not that I am any judge of that, but I think I've read
enough stuff to have a feel for it etc). Anyway, if the
yahoo thread is visited by a lot of people maybe
there will be less concern over any patent issues.
This is the post from Yahoo to read (#643)
messages.yahoo.com@m2.yahoo.com
I made a bit of an ass of myself over there posting
all kinds of junk...but a couple fellas posted
some good stuff and resolved the whole patent thing
as far as I am concerned.

BTRN has been added to VD's model portfolio,
I don't remember seeing any reason for the trade,
but maybe MEDI hinted at favorable data at H&Q?

From the stocks on my various watch lists I see GENE
had three strong days in a row...also NGEN, REGN...and
XOMA looked good Friday.

As far as the genomic/bioinformatics (there has been
a lot of discussion about GLGC lately)...of the big caps
affx started strong last week with incy weak, they switched
around toward the end of the week though. I noted that
affx/aria did a deal for chips last week.**

I still haven't make up my mind whether I want
to buy any of these...who knows, maybe if I get
a better sense of what MSI is all about I'll just
repurchase PCOP and go for combinatorial instead.

I only made one trade last week, pretty happy
about that--doing my best to cut back and deny
my broker the easy money this year.

--Mike

**
The agreement will enable all Hoechst Marion Roussel drug innovation
centers and the Hoechst-ARIAD Genomics Center (a joint venture of
Hoechst Marion Roussel and ARIAD Pharmaceuticals (Nasdaq: ARIA-news)
to access the Affymetrix gene expression monitoring technology as an
integral component of their research and discovery efforts. The
Hoechst-ARIAD Genomics Center utilizes functional genomics
technologies to identify novel therapeutic targets and therapeutic
proteins.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext