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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (1791)	10/4/2000 10:30:26 PM
From: johnsto1	Read Replies (1) \| Respond to of 52153

Looking tonight at the ones that came out in march/april that I played and have been out of because of upcoming lock ups...well the lock ups are here(maybe with the next group I'll buy some puts on the way down)and the prices looking attractive. Curious what the time frame is on lock ups before a support is put in on the quality issues. I'm going to run a "time and sales" on LEXG and orch and see how much of the 34 million are actually being dumped. Isn't there some creative way the insiders can actually sell before the lock ups using shorts and things so it doesn't have so much of a pressure on the price... j1

To: Biomaven who wrote (1791)	10/4/2000 11:03:32 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 52153

johnsto: I'm using the Axiom (Biacore) element of KDUS as a trickle down prayer. But, mostly, I've been focused on NBSC. It is so undervalued (IMO) it's (IMO) silly, but the trouble is that management -- the CEO and CFO -- seem to believe that it's priced correctly. The CEO gets the "Tacky Insider Sale of 2000" trophy (3/8/00). Both of them are Roach Motels, which I rarely shun like other, smart, people. tuck is trying (I think) to put together a portfolio here...... Message 14513583 I've purchased just a tad of MDZ, and bought and sold MDCC since the concept came up. PBSC has come back about 40%. Tom has suggested looking at MIL, and it was 12% on the day. He also suggests buying MIL(X), where X is whatever key you feel like hitting. <g> There have been other suggestions in the T/FIF thread. It's been a loosely organized effort to date. Rick