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Biotech / Medical : Neurocrine Biosciences (NBIX) -- Ignore unavailable to you. Want to Upgrade?

To: jayhawk969 who wrote (779)	7/19/2001 12:42:29 PM
From: scaram(o)uche	Read Replies (4) \| Respond to of 1834

as long as we're "strategy" chatting......... siliconinvestor.com siliconinvestor.com siliconinvestor.com Damn charts have impenetrable tops. I have been amazed by the "low volume seller(s)" that have been taking advantage of recent business developments and analyst enthusiasm. Looks like a fund getting out gently but hell bent to do such? Very depressing. Ralf must consult for the fund manager. ;-) With respect to overweighting...... if you have the luxury to take a myopic hit, I would lean toward enthusiasm re. NBIX. The diversity of programs and potential for near-term partnering (MCR-4 or -- the biggie until CRF and excluding GnRH -- insomnia) makes an overweight reasonable, IMO. However, I do NOT often overweight companies that have a cap:book or cap:cash that is above 2. Just personal practice, and one that I have paid dearly for (AGPH, MLNM, etc.).