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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?

To: stevenallen who wrote (32497)	3/14/2003 3:53:51 PM
From: tuck	Read Replies (1) \| Respond to of 57110

steve, Be nimble with REGN. Axokine results out any day now, and I think the results will be good enough to support approval. If not, short the dead cat bounce when it crumbles. I suggested this as a spread play a few days ago. Were I in your shoes, I'd be buying calls for insurance, unless you're daytrading it. Otherwise, TTMAR. Watching MLNM for possible entry on general market tankage. Early solid tumor data for Velcade (AACR abstract made public a few days ago) indicates it could be very effective in combo with anticancer agents that induce hypoxia in solid tumors. This would allow for big time label expansion/sales expansion should it be approved. Same dynamic that has made AMGN a difficult short lately. Cheers, Tuck