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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 (7)5/21/2001 9:36:00 PM
From: tuck  Read Replies (1) | Respond to of 1005
 
Rick,

I have a link to an old doubletwist article on heat shock proteins somewhere, too. I believe that AGEN is the main player with HSPs, but I don't know about their development as therapeutics. Very speculative approach still?

Anyhow, looking for those on the list that have hardly taken a baby step out of hell. The ones who are within spitting distance of being at parity with cash or book value. The ones whose charts have the distinctive flat line of a stock that is about to explode in violent fashion (or implode were it not for the cash cushion). We saw Rick's LSBC chart. Problem is, such cherry ones have already recovered. Here are the ones that haven't:

MCLS, AGNT, DPII, ACLA, CRXL, DCGN, INMX, TBIO, CIPH, AEGN, & CURN.

Audience please add ones I've missed (other foreign stuff, Nigel?). Of the ones I know somewhat, I like AGNT, MCLS, and DPII. TBIO I've looked at, and wonder if their stuff isn't about to get technologically leapfrogged. ACLA, big loser in patent litigation to CALP, may be worth a contrarian look.

I await the analysis of research premiums on the above flatliners (at least the non-tricklish ones) by those better at it. Is the market offering to do anything stupid? Or are these still down because they really do suck?

Cheers, Tuck