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

To: tuck who wrote (316)	8/9/2001 12:16:15 PM
From: tuck	Read Replies (1) \| Respond to of 1005

100,000 block traded on TWTI just now. VGNX and CIPH hovering above targets, MDCO continues its drop on weaker than expected Angiomax sales; DYAX, AGIX, INMX looking tempting. Even SGEN looks like a plausible long now. Next time, I'll pay more attention when Wilder makes a short pronouncement. In real life, burning some buying power during this drop, but almost done. Will wait for further weakness to use the last of the dry powder from BLUE HP, Trickle, and the Tuck portfolio (private), or raise more dough on a sucker rally. Edit: make that two 100K blocks on TWTI. Cheers, Tuck