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

To: nigel bates who wrote (468)	3/2/2001 10:42:10 AM
From: scaram(o)uche	Respond to of 1784

I stick my wet finger in the air on occasion. My saliva of late has been NBIX, CRGN, VPHM and INCY. All are performing on a day when NAZ is down 3%. >> OTOH, you could wait until they trade at 2x cash. << Don't know when it's going to turn, but..... this business plan, which has never attracted me in the past, is looking better and better. Down here, there's wonderful leverage. When it turns, it may rip??

To: nigel bates who wrote (468)	3/2/2001 2:03:50 PM
From: tuck	Read Replies (1) \| Respond to of 1784

Nigel, Perhaps you're lurking the exchange I've had with Rick on the ABSC thread. He thinks PanVera is a good fit, and he does know the space. It is clear from the volume that a fund is bailing because it doesn't like the change in business plan. And it's doing so all at once. I wonder what else the fund likes; maybe its just getting net outflow and has to sell something to meet redemptions. Whatever, I sold puts this morning, so I guess I ought to buy a last hundred shares for Trickle. I'll log it at 15 1/2. Cheers, Tuck