Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Biotech / Medical : BIOTECH & TECHNOLOGY INVESTING *UNDERVALUED*{T/A F/A & V} -- Ignore unavailable to you. Want to Upgrade?

To: BRAVEHEART who wrote (305)	3/15/2000 1:49:00 PM
From: tuck	Read Replies (1) \| Respond to of 423

Jeffrey, Putting CYGN on my reco list. I think we're not likely to see 15s much longer. It's in the low 16s now. Check it out. This has more explosive potential than STAA and could be my best short term pick right now, the BMET window having mostly closed. However, there is some more upside. We're seeing a role reversal for the first time in weeks today. The old economy is kicking butt on tech. NAZ new lows outnumber new highs for the first time in ages, while the reverse is true on the Big Board. BMET is riding that wave as well as what must have been a very positive CC (given the lackluster #s). WM is spiking also and I'm getting ready to buy back my sold puts there, as I did with BMET this morning. DSCM being held down by MMs. Some biggish blocks are going through. Betcha it pops back up at the end of the day. I think Internet daytraders that crossed over into biotech gravely misinterpreted both what Bill & Tony were saying, and how it would impact the industry even if their interpretation is correct. Some babies have been thrown out with the genomics bathwater, and we could see some nice entry points. Maybe NBIX? Neuro plays look interesting again, while CROs are probably in the doghouse for a while unless their Internet initiatives attract speculative attention. Also watching for bottoms in unfairly whacked drug discovery companies (which is tough, because some were unfairly pumped up). Cheers, Tuck

To: BRAVEHEART who wrote (305)	3/15/2000 6:38:00 PM
From: tuck	Respond to of 423

Evening, Jeffrey, I've never tried doing keyword searches in the EDGAR Archives using the names of the investors until today. So I'm sophisticated in some ways, a newbie in others. Always learning. Anyway, I mentioned some interesting finds. You probably knew about the NEOP stake. Most of the ones they've backed recently have already taken off. Some are among the recent high flyers that are correcting, but still WAY above the partners/funds cost basis. These might bear watching, but there are two or three that haven't moved that much yet, and may be worth a look. quote.yahoo.com Among them is KERA. This is a DLJ/Sprout group pick. Sort of like STAA, but with more upside potential. They make implants that correct vision through reshaping the cornea. They've just started launching. Market potential better than STAA's. They have lots of cash for it, so clearly they've just gotten financing. Stock has been in the trash heap since approval last year -- basing for almost a year. There are some converts on the balance sheet, some of which have apparently been redeemed. KERA missed its numbers recently, which has kept the price down in spite of a bit of good news. This may not be instant gratification, but it looks very interesting. Those converts need to be looked at. Somewhen, something will trigger this one, and the chart will look more like, say, ENZN's. Let's dig! DOR, RGEN, & UROG.OB are Aries picks. UROG which bounced to 10, but is back to Aries' cost. Chances are that this one is in the early stages of Aries' investment program. Perhaps, Aries overseas partners -- if any -- are setting up the dump now as an opening move? The stock sure got creamed today. biz.yahoo.com RGEN, similar deal. biz.yahoo.com DOR is about double Aries cost basis. It has reported a couple of deals relating to its drug delivery business. It is planning on divesting its oncology division to focus on delivery. ELN is a partner here, and very strong in this delivery business. So it wouldn't surprise me to see news of the divestiture, and more clinical and deal news coming steadily. biz.yahoo.com All of these look interesting to me. My eye doctor friend can probably check the story on KERA, but she's a rather busy gal, so the info may not come right away. What's your take? This kind of stuff is right up your alley. Cheers, Tuck