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

To: scaram(o)uche who wrote (404)	9/5/2001 10:58:25 AM
From: tuck	Read Replies (1) \| Respond to of 1005

Rick, >>Sorry, but the sector is picking up some excitement. You'll have to cancel the hiking. Sorry.<< Astute observers may have noticed that I got excited before all the smart people and spent the remaining cash in BLUE HP and Trickle. Not much powder left in my own portfolio, either (may we please have a bounce that can be measured in days?! I closed all my shorts). So what's left to do but go climbing and wait for the opportunity to sell something? I guess MCLS is building some brand recognition, but the Street seems to agree with your take this morning. MCLS needs a bigger deal. So far, RIGL, which is the one spending the money in this deal, is behaving better. I see ARRY has scored a couple of deals recently, this morning with Vertex. Anybody have an opinion of ARRY? Aside to Bernard: first round to you on ARNA. C'est larvae. Edit: Buying op (not quite a firesale) on GNVC? Cheers, Tuck