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Biotech / Medical : Biotech for less than a buck. -- Ignore unavailable to you. Want to Upgrade?


To: Mike McFarland who wrote (589)7/20/2000 7:16:31 AM
From: RWReeves  Read Replies (1) | Respond to of 743
 
Greetings all, from Europe.

Mike, you are always welcome on BTFLTAB. I heft a nice lager to your insights. I'm over here for project reviews, eating and drinking too much and driving way, way too fast. Although I like being available to trade the open without falling asleep.

Just leave us a snapshot of your portfolio at the door.

DNDN- I'm out on technicals at 18 and change. Hope to buy back on a retrace. There. You guys can laugh if it takes off like SGMO.

Still....

I am consoled by the +75% pop in AICX yesterday. Sold off as it dropped through the 4.25 area. Missed the best at 4.75, wow. I would buy back in if it retraces, but for the moment stalking other game. Still like AICX but I have taken to selling into upgaps. Bad habit, I know. I think Peter is probably the intraday king of the up-gap un-load.

Up-dates:

LSCP is nearing my 100% target. A bit soon. Complain, complain. I plan to hold to the 4+ mark but may trade in/out on short term basis.

CVD gave up some of it's recent gains. I'd sold the long position and took up Jan or Feb itm calls (don't remember offhand) instead. Lest you think I only report the good stuff.

I'm back in QSC as of yesterday a.m. You'll recall it was my microbuck pharma pick last year. Up 20% at the close, not bad, but my target is 6 bucks. I may buy some more, gotta check the balances in the FIDO account.

Stalking AQLA and FATB looking for retraces, may not get 'em.

Stinkers:

I have half dead positions in ALYN, SPGNA and SHPH that can only be called speculative. But they are SO less than a buck, and have potential that I'm in 'em. You can watch them crash and burn or join me in the pyre or speculate that there is redemption. Please do your own research before inserting any coins in the slot, however.

Added more SHPH, if this actually works for ARC and other disease-induced trots, it would be great. Might even make cholera and pathogenic e-coli survivable, since many deaths occur from dehydration. Notice the "if" in the sentence. IF it doesn't these guys have all of a website and a public shell. Check the management team out. Ooooohhh....Ahhhhhh. Yeah, I was more impressed until LXR biotech did a meteor imitation.

OPHM dropped through 9 bucks. Will add more. Added more SNRS in mid 7's last few days.

Watch on AMLN and ARDM for price...

All for now, lunch is over...

Happy trades to you...

RWR



To: Mike McFarland who wrote (589)8/2/2000 1:13:46 AM
From: RWReeves  Read Replies (2) | Respond to of 743
 
GZMO, Cash pumps, CEPH et al.

In recognition and agreement with Mike's previous rant, I too share the opinion that GZMO has become cheap (inexpensive) and lonely, a bad combination, no?

SGMO returning to earth, I could but watch from the sidelines.

Sell off in DOR today, added to my position.

Caution-rant ahead: OK. Anyone else play the DCB in CEPH? So they failed a trial they should not have been in in the first place, i.e if they fail they get wacked, if they succeed they go up against cheap generic Rit from 2 major sources. Seems lose-lose. So they lost a little less maybe by not showing ADHD activity? And the market hoses them. I love it. More like this please. SYBB another current bad trial, good value play, as VPHM and AQLA.

Anyone remember the real reason CEPH shot up last year was the other uses (oh yeah, that's why I bought it)for their turbo caffeine? Sheer trading play, target 60.

Cash pumps. Remember a while back I mentioned one or more cash pump stocks? Stocks that just oscillate between a low resistance and high resistance point? Currently I am playing two of them, would certainly like to know of any good ones you all have come across. Requirements are that it has done 3 cycles in less than 18 months.

I'll trade you the ones I know about for yours 1:1 (up to 2) if you send me a PM. If you don't want to share, or got none, well no purchase necessary, you just have to dig through the thread and they are discussed somewhere. I like em, make good predictable pocket change for me. YMMV of course, do your own DD and technical analysis before investing or anything else in life.

I had two I have bragged about elsewhere that put me through B-school years ago, ah sigh, I remember them well. One eventually turned on me and gave me a good short squeeze, but only after 4 or so rounds.

Just for piquant sake: Here are two unqualified and only partially characterized ones I am watching but only playing with small amounts or none at all: SNRS, SOMN. You figure out the low and high resistance points and price drivers. I haven't yet. Don't complain to me if these are broken or work poorly. Like I said, development stage watching only. Got a bunch more like that I am watching to identify cycles. You know IMMU was one, then broke out like mad a while ago. Odd. IMMU and NERX still somewhat like that now in the teens but not very predictable.

FWIW some of these may be shamelessly manipulated, it seems so at some times, but I ain't the one pulling strings nor do I know who is, if anyone. Conspiracy theories of no help.
No inside knowledge claimed or used.

I'm a price taker just like the rest o' the mob. Just more selective about what price I will and won't take.

Hey CALP, way to go.

RWR