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


To: BRAVEHEART who wrote (365)6/14/2000 5:33:00 PM
From: tuck  Read Replies (2) | Respond to of 423
 
Jeffrey,

Thanks for the heads up on LOR. OPTO might bear watching if insiders do something obvious.

I have noticed Mr. Rosenwald of Paramount fame has filed in early June concerning purchases in some his old friends. He didn't sell much on the spike -- probably too fast for a holder of his size -- but accumulates on the dips. Or maybe offshore shorting at end of spike. Whatever. Recent buys include GNT (ex UROG, which I traded recently), NTEC, RGEN, CYPB (high 1s to low 2s), CTIC, GNTA, & ARDM. Many of these are trading very near the cost basis of these guys.

I'm thinking CYPB is executing, and their market is looking better with HCFA approval. But good enough? I don't know. Any bets I take with it will be small. GNT still looks interesting on pullbacks. GNT could be due for some achievement of milestones this coming year, and that probably accounts for their interest. They seem to be buying up the float there and in DOR, too. These remain on my watch list, should the market tank soon, these possible bargains could become screaming buys.

MFNX short/hedge off to a reasonable start.

Cheers, Tuck