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


To: keokalani'nui who wrote (88)6/11/2001 10:44:50 AM
From: tuck  Read Replies (2) | Respond to of 1005
 
Wilder,

Haven't looked at GNVC much yet. This brings them pretty close to book (per Yahoo!, unchecked), but still 2x cash. research premium about $20 million now. Everybody hates gene therapy these days, arouses the contrarian in me.

biz.yahoo.com

Lessee, chardonnays for celebrating the success of little chemistry companies such as AGNT or MCLS . . .

If you traded a small position in one: ~$5: Baccala '99
If you traded a small position in both: ~$10: Hess Select '99; Buehler '99; Flora Springs '99
If you traded a medium position in both: ~$20: Talley '99 Arroyo Grande Valley
And if you bet the farm, why screw around, cash some in now and get some Dom P.

Favor the reds? For a change, try the Katnook Estate Riddoch '98 Coonawarra Cab/Shiraz. Those Aussies are getting good. ~$15 if you can get it.

I'm currently drinking the Baccala (well not for breakfast; I have standards, you know).

Cheers, Tuck



To: keokalani'nui who wrote (88)6/11/2001 6:11:37 PM
From: tuck  Respond to of 1005
 
Today's snapshots of Hell:

Shades of Rigel's first day of unlock at GNVC; it doesn't get any more obvious than this, folks:

siliconinvestor.com

Speaking of Rigel, I'm guessing insiders were selling last week, too:

siliconinvestor.com

And the elephant report du jour:

siliconinvestor.com

Ok, Class, there'll be a quiz tomorrow. Enjoy.

Cheers, Tuck