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

To: keokalani'nui who wrote (18)	5/22/2001 7:31:56 PM
From: tuck	Read Replies (1) \| Respond to of 1005

Wilder to Tuck: "My heavens you're moving fast." Rick to Tuck: "With respect to therapeutics or diagnostics components....... we're late on the curve, establishing this portfolio." I must be doing something right: nobody's happy! Maybe Rick's comment is another form of validation for the AGNT buy, but Rick, HELL-O? KOSN? Talk to us. While I'm at it, a somewhat heretical short as a near term hedge/trade: BDAL After all the nice things I've said about BDAL over on Trickle? Well, yes, as Trickle is thinking of lightening 1/3 of the BDAL position at $25 or so. Thesis: Proteomics hype getting priced in; expensive in the 20s relative to EPS growth rate. And Trickle still wants to hedge against near term pullbacks. Consistency would require consideration of a similar approach here. BLUE HP doesn't own any, but it can short, while Trickle cannot, and BLUE HP is possibly buying during a near term top. Thoughts? I must confess to being something of a hedgie; it's helped keep food on the table this past year. Cheers, Tuck