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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (2)	5/21/2001 4:25:06 PM
From: tuck	Respond to of 1005

Somehow, I left GNSL off that list. Need to study them more; I've heard tales of lots of talent jumping ship. At least the PKI soap opera is over, and they're at least saying that business is still OK . . . They and AGNT, DPII, & MCLS are all still near their bottoms. LSBC is an example of a successful lock-up hell trade from T/FIF. It is worth watching these rises even if we're not participating, to see how much we can expect from these companies before the 144s come out and put the lid on 'em again. And to look for chart clues to apply to those not yet risen. In the case of LSBC, I've participated very nicely, and thanks for getting it on my radar. Trickle traded DPII once for 40% in a few weeks, and it ought to get going again in the fall, which isn't so far away. I would expect swing/position/channel trading to work with many of these, with the moves of insiders as clues to timing. Cheers, Tuck

To: scaram(o)uche who wrote (2)	5/22/2001 3:41:44 PM
From: tuck	Read Replies (2) \| Respond to of 1005

Compare this chart siliconinvestor.com to Rick's in post #2 siliconinvestor.com Looking at the common parameters alone, price and volume, what do the technicians/chart readers in the audience think? This is a trickle stock that I know well, a company whose products address the medicinal chemistry bottlenecks downstream of all those targets and libraries we now have. Yahoo's cash figures are accurate: biz.yahoo.com Its business should show renewed life in the 3Q01, and the company still foresees profitability in 1H02. Their current burn rate, you ask? ~$2 million per quarter. BLUE HP makes its first move. Buys 2000 shares of AGNT @ $4.80. You guys want therapeutic or genomics companies in here? Show me the research! Edit: Disclosure: BLUE HP manager just purchased some AGNT in real life at exactly the above price. Cheers, Tuck