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

To: keokalani'nui who wrote (131)	6/18/2001 1:41:44 PM
From: tuck	Respond to of 1005

Wilder, We must remember that BLUE HP is chartered to short. If AGIX turns out to have questionable market/clinical acceptance for its lead product, it might be worth looking at from that perspective. Must watch safety data to decide the bullish or bearish case; we'll wait until then to plan further, pending further input. I just sold puts on CALP. It's the anniversary of their lock-up expiration, and it would appear they are celebrating in Hell. The story hasn't changed since the stock was in the thirties, except that a couple of vaguely related companies in the sector have warned or missed. To further commemorate this occasion, here's a portrait of CALP in BLUE Hell: siliconinvestor.com insidertrader.com Venrock aggregate holdings now 1,547,416 shares, 1 yr anniversary of CALP unlock. BLUE HP will likely nibble here as well. Yes, well past the original "six month after expiration limit" imposed on the first list from which we've been working. But that was an arbitrary number, and it is quite clear that CALP is in BLUE Hell still. CALP is one I've researched a bit, but haven't taken notes on. I'll find a presentation to refresh my memory and do so soon. For now: Message 15760457 Gotta go cancel some orders now. Edit: biz.yahoo.com biz.yahoo.com Some downward revisions to near term EPS estimates in the last couple of months. Will back up the truck under $15, that is, overweight. CALP has a history of surprising and acting well around earnings time. Cheers, Tuck