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

To: tuck who wrote (11)	5/22/2001 4:56:34 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 1005

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! Nice first move! VGNX was up another 7% today, and has proven to be another nice hellish play. Not a LSBC, but very, very hellish indeed......... siliconinvestor.com siliconinvestor.com With respect to therapeutics or diagnostics components....... we're late on the curve, establishing this portfolio. The maximum leverage for many components was hit was on 16 April, the convergence of a hellish biotech sentiment, a hellish liquidity crunch, a hellish supply of paper, and a hellish desire to pay taxes. siliconinvestor.com OK...... it won't meet your criteria for sitting down on cash, as it (1) never made it, and (2) it has recovered some. However, I nominate TELK. Research given in the TELK thread.......... siliconinvestor.com siliconinvestor.com And, of course, is anyone going to give an instantaneous "no" to LEXG? I'm not saying that it's a no-brainer, but it's deserving of some consideration.......... siliconinvestor.com siliconinvestor.com

To: tuck who wrote (11)	5/22/2001 4:57:51 PM
From: tuck	Read Replies (2) \| Respond to of 1005

Huge volume spike on MCLS at the end of the day. Hmmmm. The 5 minute: siliconinvestor.com The daily: siliconinvestor.com Rick, Tom(?), other short term traders, do y'all see anything here? MCLS is another one I like here, but it's fuzzier than AGNT. I made some notes on their CC: Message 15745505 However, I did not post that, per their recent CC, they are in talks with pharmas for a hoped for three platform deals this year. This volume makes me think somebody knows something. I'm on high alert for news items, and BLUE HP will try to nibble some at the open tomorrow unless somebody dissuades me. Wilder, I know you've looked at MCLS a little bit, and been neutral. Anything to add now? Cheers, Tuck