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

To: tuck who wrote (524)	12/4/2001 11:59:50 AM
From: tuck	Respond to of 1005

Here's the reason for BDAL's drop: Message 16743351 Considering that MSs cost several hundred thousand per instrument, this is a large amount of revenue that BDAL didn't get (they sold six to GeneProt for this center). The reaction for the last two days has been appropriate. BDAL was dangerously close to being a firesale candidate on this news, and it makes me wonder about the timing of the large sales by the Laukien family recently (Frank Laukien, who didn't sell any, is CEO). BLUE HP is glad it only nibbled when it went long off of the cover. Looking for 12s for another nibble, and cash permitting, large bite if single digits show up absent appropriate news. Cheers, Tuck