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

To: Jorj X Mckie who wrote (39534)	5/13/2003 6:58:16 PM
From: gypsees	Respond to of 57110

Thanks for the link. Might have been able to save myself a few thousand if briefing was worth a crap.

To: Jorj X Mckie who wrote (39534)	5/14/2003 12:43:39 AM
From: tuck	Read Replies (1) \| Respond to of 57110

Right for the wrong reasons, though a partnership deal will likely come soon. All of us biofreaks are surprised at the rapidity with which Velcade was approved. I didn't mention the possibility of approval because you folks typically work in short time frames, and I expected a decision in a couple of months. I figured the partnership could come before then. MLNM now in a very strong negotiating position for having waited. This could give some extra juice to biotechs in general, as it signals a sea change in the FDA under new boss McClellan. I would expect them to outperform the market for a while, though summer may bring its usual bargains. With the latter in mind, I had sold most of my biotech holdings over the last few days, looking to pick through the ruins for gems in July. My Mom, however, holds a fair chunk of MLNM, and so I guess I won't get disinherited. Cheers, Tuck