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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 (35)	5/24/2001 2:03:39 PM
From: tuck	Read Replies (2) \| Respond to of 1005

I would not overweight either one of these. I would change my mind on AGNT if it slipped to the low 4s or less. Then I would overweight, though I'd get it to normal weight on the first bounce above 5. Since I expect it be a slower mover, why tie up a lot of money? After the first bounce, better risk/reward for short time periods can be had in other plays in the BLUE H space. Would someone with better biofreak qualifications take a look at the INGN abstracts I posted, their science in general (stefaan? Rick, if you're not too busy? Someone?)? This one is an occasional target of minor shorting. It had an ASCO run and seems to be giving some back. Cash in the 3s, so if it hits the 4s soon as the chart and market seem to indicate it will, I'm going to be really interested. I'll see what I can dig up out of the filings, re business model, news flow, etc. Message 15841681 Message 15838526 I will also listen to DPII's Dain Rauscher's presentation. DPII is rather like AGNT, but I don't expect them to recover quite as fast. This fall they will launch the uARCs screening technology they licensed from Abbott. This is a very interesting system in terms of low cost and high throughput. There is still a place for HT screening efforts in mid and small cap life science companies. Aurora captured the big spenders (pharma) already, but the rest of the market that can't afford such a system may have an affordable alternative in uARCs. That, coupled with an anticipated pick-up in life science CapEx/R&D spending in the 2nd half of this year, makes this one compelling, if not leveraged. I listened to the earnings CC in which they warned of a brief slowdown, but didn't take notes. I will take notes this time and report, probably at Trickle, pasting the link here. Having warned, and being a BLUE H company at what might be a near term top for biotech, this one could also get really close to cash soon. Cheers, Tuck

To: scaram(o)uche who wrote (35)	5/24/2001 2:22:42 PM
From: dalroi	Read Replies (1) \| Respond to of 1005

Rick Chuckle "A lurker, investing with what you're doing in the portfolio? After biotech has had such a strong rally? Hope you're applying a light hand, lurker. yep i applied a light hand and i already stefaned this issue (ie sold out) but for a very very decent return. That is i sold mcls not agnt (the later is trading too close to cash think a acla type of surge is possible) base at cash then +50% so i will exit that one when it hits cash +50% or some bad news not overweighting however. learned my lesson with LHSP, its very good too overweight as your 100% sure (like you :-)) however slightest error can cost a lot. Thanks Rick and Tuck Stefaan