Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : 02 tax loss season;Mother of all buying opportunites? -- Ignore unavailable to you. Want to Upgrade?

To: russwinter who wrote (75)	10/6/2002 1:55:47 PM
From: Baton	Read Replies (1) \| Respond to of 212

Russ: Thanks for this thread. I have been reading and enjoying for a few weeks w/o comment. ISIS is one I follow as I am fascinated by the antisense technology. I actually feel that AVII has the better technology even though ISIS has the better pharma deal right now. The AVII chart has been on a fairly steep uptrend for the past 45 days or so. I am hoping they may be close to either a milestone payment from MDT or a new partner deal. I am keen on the company, but keep in mind that I own the quite a bit and I can become delusional about any/all of my investments (especially biotech). I was lucky enough to have bought a hefty position around 2.75. I am now watching MEDX. I'm glad I did not buy it two years ago when a broker/neighbor of mine touted it to me @$60. Another suggestion might be DCGN - trading at cash and 1/2 of book with some good partnerships both with the Icelandic government and several pharmas (Roche, AFFX, Merck and others). I do not own any and it's been a good thing, but I may soon. One question - how do you determine the accuracy of their cash holdings? How much can you believe? Another two that look cheap are TQNT and MIMS. You can buy both far cheaper than I did. Once again, thanks for the thread and ideas. It's now book marked. Baton