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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Lee Lichterman III who wrote (28216)10/2/1999 4:24:00 PM
From: Greg Jung  Respond to of 99985
 
You're looking at drugs/pharmaceuticals. Check out the HMOs
abnd anything related to health insurance. Find TGH and MME in
the NYSE losers list. ie the "we can make money and haven't been
declared crooks (yet) class. Also interesting is UPUP, although
it wasn't targetted friday for a wallop, only a punch.



To: Lee Lichterman III who wrote (28216)10/2/1999 9:14:00 PM
From: Greg Jung  Read Replies (1) | Respond to of 99985
 
I suppose there may be a correspondence in there, that the
drugs went up so much not as a flight to "safety" - which is outmoded behavior, but as the counter-reaction to the court activity regarding
health plans. It was affirmed you can sue the insurer for denying
or witholding more advanced treatments. Provided such would really
help, blah blah blah, but the extreme gut reaction to it is to suppose
that all of the most extravagant treatments will be offered to the HMO
patient, including the latest very expensive drugs, etc. Maybe that thought was floated to reflate the drug stocks.

Greg