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Biotech / Medical : Biotech vs. Shorts -- Ignore unavailable to you. Want to Upgrade?

To: biowa who wrote (150)	8/16/1999 6:41:00 PM
From: Biomaven	Read Replies (4) \| Respond to of 427

I'll have a shot. Basically I'm looking down a list of biotechs sorted by open short interest and picking out the "respectable" companies and also skipping those which are just arbitrage plays. (In order by short interest:) ELN GENZ AMGN GILD CHIR ALKS SEPR AVIR IDPH BGEN GELX VRTX IMNX CLTR ICOS IMNR CEPH DURA SANG If you sort by short ratio, it looks like: QGENF VRTX BVF GELX NFLD GERN ALKS SANG ARIA GILD ENMD CLTR ALGO NPSP GZTC AVIR CELG ELN TKTX GENZ IDPH SEPR INCY Out of the latter if you picked a 15 stock portfolio of: VRTX GELX ALKS CLTR NPSP AVIR ALGO NPSP AVIR CELG ELN TKTX GENZ SEPR INCY I think you'd do pretty nicely over the next few years. If you want to get a bit riskier, you could throw in GERN and GZTC as well. Of course a lot of the shorts old misguided favorites like AGPH, CNTO, NXTR (although maybe the perennial big short position there was just an arbitrage of some short) and SUGN are no more. <g> Peter

To: biowa who wrote (150)	8/16/1999 8:31:00 PM
From: Mike McFarland	Respond to of 427

oops, thought I was over on Son of T/FIF, sorry 'bout that. That which does not kill us, makes us stronger I sorta hope you fellas are not going to have to put up with me over the years ahead-- I say kill em now, somebody PM the webmaster and tell em I've been getting SI free all along, lock me out. But it just goes on, and on... --I just never get stopped out, something always seems to go up to balance out Ariad. Well now that I'm loaded up...maybe it wont be too much longer... You know, I haven't even put any of my savings or 401K in stocks--none, just the mad money. Can you imagine how wound up I'd be if I had?!