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Strategies & Market Trends : How To Write Covered Calls - An Ongoing Real Case Study!

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To: Casaubon who wrote (9535)2/5/1999 5:16:00 PM
From: tuck  Read Replies (3) of 14162
 
OTEXF and PRXL both look like good plays to me. Rich premies, growing earnings, strong balance sheets, and competing well in businesses with good prospects. Thanks for pointing them out.
I accidentally checked out OMKT, too. Two out of four aint bad (premies & business). Actually, the balance sheet isn't too bad. Almost a value play compared to some e-commerce companies :>)

The charts look promising to me, too, but I'll leave that analysis to Herm, whose technical analysis skills far surpass my own.

Incidentally, VRTX has some competition in the neurotrophic drug department. GLFD was the first one with such compounds that I had heard of, but it turns out that NEOT also has one; it is their lead compound. Both VRTX and NEOT are into clinical trials with their compounds, while GLFD is still in the preclinical stage, but appears to have a broader program. I cannot say I am competent to assess the relative merits of the various candidates, but I can say that the markets they address are quite large; there may be room for all three players. Theses compounds have several indications; one company may be first to market with one indication, while another company could enter later on a different indication. It's possible they could all win for a while. To my knowledge, these three and their partners are the only ones in the game, but omniscient I am not.

Anyhow, good luck to you and the rest of us.

Cheers, Tuck

P.S. Herm, I've been away for a while: what does WINS stand for?
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