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

To: tuck who wrote (399)	9/4/2001 4:15:20 PM
From: tuck	Read Replies (1) \| Respond to of 1005

SGEN's volume, though double the norm, still isn't much by usual unlock day standards, and BLUE HP sees plenty of room for downside. BLUE HP doesn't have any cash left, but if it did, it would have mirrored its manager and bought more ARNA at the close. Elephants also sighted in DPII. Good thing BLUE HP banked that little gain (again, in the early going, best to swing trade these puppies). On the flip side, tricklish BLUE H candidate HBIO put in a new high. They have become a a definite player in the HTS sweepstakes: siliconinvestor.com I still like DPII, and feel the pressure is likely still from the huge AXPH overhang. In a few days, I'll check the insider data to see if that hypothesis has merit. I like their upcoming HTS system, but the field is getting crowded with folks hoping to be the next ABSC. DVSA is also in this space, for example. Cheers, Tuck