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

To: opalapril who wrote (6)	1/9/2001 12:38:40 PM
From: tuck	Read Replies (3) \| Respond to of 897

Useful ideas regarding the playing of biotechs facing lock-up expiration from Red Herring: siliconinvestor.com Not discussed much in the article was Versicor, one of the few that is up. Biotechs with lock-up problems that I believe to be priced in are GNSL, BDAL, TELK. GNSL is at levels that put it in a special situation; I have sold puts. Not sure what to make of ITMN. I think it may be too late to short that one at good risk/reward. A few days ago I might have said otherwise. Might not have. Many SI biofreaks I respect feel Actimmune is very promising. So for now, I will entertain myself by looking into Versicor. Cheers, Tuck