Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Icebrg who wrote (306)	11/8/2003 10:48:31 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 383

>> Mike is no problem for the time being, but tuck is << Tuck was co-recipient, with Biomaven, of Biotech Investor of the Year, 2001........... Message 18388102 We already have two two-time winners.

To: Icebrg who wrote (306)	11/17/2003 9:58:47 PM
From: tuck	Read Replies (1) \| Respond to of 383

>>Mike is no problem for the time being, but tuck is.<< Hell, my Mom has known for decades that I was a problem. I thought SEPR might make things close, but perhaps that will have to figure in next year's contest now (I sold half my Mom's position a few weeks ago at $32, and may reenter when wash sale rules are no longer a problem). With FluMist foundering, my heavily allocated rocket AMEV will be more important to MEDI going forward, and with no binary events for it in the next month, I think it will hold up. CIPH could have a little downside left, but is not so heavily allocated as AMEV and MLNM. We both hold that, but I hold more, and solid tumor data for Velcade keeps coming in and looking good. If there's an achilles heel in my portfolio, it's RIGL, back too far from the dead, and looking fairly richly valued now. Cheers, Tuck