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Biotech / Medical : Biotech Stock Picking - 2003 -- Ignore unavailable to you. Want to Upgrade?

To: keokalani'nui who wrote (302)	11/7/2003 5:31:25 PM
From: Icebrg	Read Replies (1) \| Respond to of 383

>>but Monday could make a difference to some portfolios....>> Yours and mine then. I have a feeling however, that we will have somewhat of a ho-hum day. The data from phases IIb and III simply don't mix very well. Dr Bell should have to have a very good and plausible explanation to save the day. Erik

To: keokalani'nui who wrote (302)	11/7/2003 5:53:41 PM
From: tuck	Respond to of 383

No, sir, 43 days. Contest closes 12/19. Still time for SEPR, too, to have a good day on 11/30. IGEN's spinout may or may not happen by then. I'm not expecting much clinical news from my picks before then, and they may have peaked. However, analysts discovered three of them today: TELK, RIGL, & MLNM all got upgraded (reiterated in MLNM's case). In real life, I have sold all CIPH holdings from my portfolio, my Mom's, and from the one friend who acted on my recommendation -- in the $12 to $12.50 range a few weeks ago. While customers upgrading to automated frontends for their systems will help, their fuzzy commercialization strategy for their diagnostics business and recent softness in the top line caused me to lock in profit and look for reentry under $10. I don't follow SPPI, COR, or ELN enough to know if they have a chance of lending assistance in closing the gap in the time remaining. What's happening with ALXN Monday? AHA or something? Cheers, Tuck