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Biotech / Medical : Tularik Inc. (TLRK) -- Ignore unavailable to you. Want to Upgrade?

To: quidditch who wrote (136)	3/6/2002 11:00:06 PM
From: scaram(o)uche	Respond to of 598

Thanks. Flavor like that is invaluable, when it adds up. Today's move...... it looked, to me, as though shorts were recently piling on anything with a decent research premium. That's why I've said that this reminds me of summer, 1998....... shorts with lots of cash, bold moves against companies without earnings. Two million shares short at last report (better than 10% of float), and an indication that it had increased from there....... I feel that today was the point at which biotech stopped looking like a sitting duck.......... Message 17161052

To: quidditch who wrote (136)	3/7/2002 4:45:46 PM
From: scaram(o)uche	Respond to of 598

With ASCO coming, it takes guts to short this aggressively. I've long considered it likely that 607 would cannibalize 67. And there's the usual stuff..... lead molecules fail at high rate, toxic stuff, etc. Other than that, I know of no weakness. So..... the knocks: CMV is a small market. Anti-folate? BFD. 67 better than 607? Everything else is preclinical. High burn. Big research premium. The positives: If 67 works, it's very big news, and 607 might then be monstrous. CMV market, unfortunately, will start to grow. Existing therapies are ineffective and/or toxic. Preclinical pipeline is loaded. I've only been a shareholder for about eight months. I don't have a trading position, just a small "gonna hold" position. I like it, and -- if the shorts have a case and there's bad news coming -- I may then load a boat. In any event..... yesterday, Son of Imclone....... today, Sepracor.