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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Icebrg who wrote (4420)	8/7/2001 4:01:27 PM
From: Biomaven	Read Replies (3) \| Respond to of 52153

IGEN really jumping today, I assume in anticipation of some more summary judgement wins later this week. (Or maybe there's a leak of a settlement). Particularly interesting that it went through $31 so quickly given there is a very big chunk of convertible (and warrants) with that strike price. That would usually act to keep a brake at the strike price. (The holders short and lock in their yield risk-free. OTOH, likely they are waiting for the lawsuit as well). As this is my second biggest holding, I'm pretty pleased. FWIW my top holdings in order are currently: SEPR IGEN ITMN CVTX KOSP NBIX There's been some unexplained weakness in CVTX, but the rest have been performing nicely considering the current environment. Peter