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


To: tom pope who wrote (85)6/10/2001 2:09:00 PM
From: tuck  Read Replies (1) | Respond to of 1005
 
tom,

The low volume for Curon is recent. Compared to certain roach motels SI biofreaks have patronized before -- say, KDUS, NBSC -- this is the Ritz. The spreads look fine, here. You want an example of a scary security to trade, check out the liquidity on OGSI! The transaction cost on the spread alone often approaches 10% (currently only mildly rapacious at 6.5%). Nevertheless, I managed a good trade on it, and my second trade is ahead 10% (roughly one month) after transaction cost at the moment. Maybe I can do this with Curon. If not, well, I'm no stranger to public humiliation here on SI. I can handle it.

However, one could argue that CURN isn't really a biotech, more of a medical device company. Does it belong in BLUE HP? Comments?

Cheers, Tuck



To: tom pope who wrote (85)6/20/2001 12:55:49 PM
From: tuck  Read Replies (2) | Respond to of 1005
 
tom,

BLUE HP seeks to enhance performance with your help. Could you keep an eye on PBSC, INGN, & VGNX? Looking to enter INGN 1000 at $4.5; that's today's low, but didn't see the ask at that price. PBSC will target 1500 @ $6. VGNX 2000 @$3.65. If it you notice conditions under which these trades might go through, I'd appreciate hearing about it. Trying to watch, but many balls in the air right now.

Cheers, Tuck



To: tom pope who wrote (85)6/25/2001 1:39:27 PM
From: tuck  Read Replies (1) | Respond to of 1005
 
tom,

Still looking to pick up 2K VGNX at $3.65, and I see it's getting warm . . .

Edit: ditto KOSN 500 @$7.50.

And an amendment to the previous post: RIGL is giving the tool companies a good run for the money, and is in fact in 3rd place, AGNT 4th. Runaway leader MCLS is seeing good volume again, which may keep me from selling. That order on hold for the moment.

Keep your eyes on ITMN, a no-brainer in the 20s, IMHO.

Cheers, Tuck