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Biotech / Medical : Cell Genesys (CEGE) -- Ignore unavailable to you. Want to Upgrade?

To: Bosco who wrote (837)	3/30/2000 2:39:00 AM
From: tuck	Respond to of 1298

Bosco, No accident that I've sold puts on both AMGN and CEGE right now. That's how I'm playing it. The reason AMGN has been strong is that even if it loses, it appeals (so far, analysts such as David Saks have liked AMGN's opening presentation). By then the next generation drug is out. It is the result of a noticeably different patent. Protecting IPR is a bitch, and I often head for the exits when it happens, but I like this set up. CEGE not only has good fundamentals and technology, it won't have to dilute. Could even buy back its stock. So even if it stays down here long enough for all the puts I sold to be exercised, I won't mind. Cheers, Tuck PS Hiya, Ron. Didn't know you traveled in this neck of the woods.