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Biotech / Medical : Biotech & Pharma.T.A, -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (263)	2/4/2003 4:12:36 PM
From: Jibacoa	Respond to of 3722

Hi, Tuck, ISIS made another new L today as it traded below yesterday's L which was already below its Dec.6 L of 6 and its Jul.12 L of 6.10 <g>It is down more than 11% and the volume today of more that 1.735M is about 2.25x its daily average. Financial terms of its deal with PFE last week concerning access to ISIS' antisense inhibitors were not disclosed.<g> The insiders had done some selling although institutions have reportedly done some buying.<g> There is apparently some reason why it has such good % short position (more than 21% of the float and increased in the last report to 9.4M from 6.97M ( a significant increase.<g>) siliconinvestor.com RAGL Bernard

To: tuck who wrote (263)	2/4/2003 4:44:45 PM
From: Jibacoa	Read Replies (1) \| Respond to of 3722

MLNM Was down 7.61% on volume of 14.96M (about 3x its daily average.) Yesterday's L was already a new L (below its Oct.23 L of 7.13) and it was not able to trade at any time today above yesterday's close. It seems to have found some support at the 6.23 to 6.25 level. Its nearest resistance is now at 6.58 before it can try again for yesterday's close at 6.96<g> Although the loss it reported last week was less than the analysts' estimates of $0.27/share and also about $0.02/share less than on the previous year's Q, the calculations were made on 288.500M shares vs. 222.415 M shares in 2001 so the loss of 79.714M was actually higher than the 66.973M in 2001 and the revenues of 96.825M although 77% higher than the 54.611M in the 2001 Q, were below analysts' expectations of $104.6 M.<g> (Excluding restructuring charges and the amortization of intangible assets, the loss in both years was $0.23/share in spite of the larger number of shares in 2002.<g>) siliconinvestor.com MLNM is now trading around 0.69 of book and close to its reported cash/share of $6.10 <g> RAGL Bernard

To: tuck who wrote (263)	2/5/2003 12:14:47 PM
From: EVENT HORIZON III	Respond to of 3722

Hi Tuck, Priced in...a psy construct...Yes the 5 million share selloff was a statement on pricing in... Yes ISIP will be a bouncing ball...however it's failures generate a perspective of an unworkable science...Thats the perception I keep forming on it's much ballyhooed pipeline. A very well managed attempt at success keeps getting TRUMPED... Maybe more than a lone fund has decided to bail which could result in more pricing in... Make it a pure technical play IMO...The Science is far too speculative... Careful Jeff