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Biotech / Medical : Biotech Short Candidates -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (544)	6/5/2003 3:45:07 AM
From: Icebrg	Read Replies (1) \| Respond to of 897

>> Giving OXGN the benefit of the doubt, we could figure it is going after a small indication first, with hopes for expanding to others after approval.>> Their strategy in this case is excellent. It doesn't matter what type of cancer and what line of use most cancer drugs are approved for. Once on the market they will be used where there is efficacy and very often even where there isn't. Erik

To: tuck who wrote (544)	6/5/2003 8:59:13 PM
From: Miljenko Zuanic	Respond to of 897

Tuck, you are shorting company with $80-90 M in MC. If this is momentum short than I can not be of any help. We are entering bubble stage (first CELG and now CEPH CN), overall market is for no reason turning positive and bios are leader. It can go for while, or even longer??? I was chicken during 00/01 bubble, but this time I hope I will be ready. If Tom Z. (he is wonderful baby) and his mom let me do DD on a daily basis I may speculate where we are going. Otherwise I will enjoy grow in my return and take profit continuously when I can. Miljenko