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


To: tuck who wrote (220)6/30/2001 2:13:50 AM
From: tuck  Read Replies (3) | Respond to of 1005
 
Well, well. BLUE HP manager quit after that last post, thinking those wacky numbers were just the systems catching up. Hadn't heard about the extension. So I come back from an afternoon's sailing by North Island and find POZN up 60%! And a BLUE H stock that hasn't made the WatchList because the manager figured y'all were tired of 3rd tier tool companies is up over 90%. This being TBIO. Well, therapeutics mavens, it is time to try and step up for revenge. BLUE HP manager is going to try his best to short TBIO in particular, and also POZN, DCGN, and maybe even RIGL at the open Monday before they give it all back. If any execute in real life, BLUE HP will mirror the entry.

On the flip side, SGEN looks like it will succumb before we can enter. Similarly, I'm breathing a sigh of relief that I sold my DPII holdings for a small gain mid-day because I wanted to raise cash for bargain hunting. It is possible KOSN, DDDP, and DPII will continue to get taken down Monday when a lot of other stuff corrects. If so, what buying ops those will be! They may defy the sell-off right away, but if they don't, I will be ready with my limit orders.

PLEASE put forth your suggestions for longs and shorts in light of these last couple of bizarre days.

Cheers, Tuck