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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: keokalani'nui who wrote (871)	12/8/2003 1:25:15 PM
From: tuck	Read Replies (1) \| Respond to of 1005

>>BTW, you probably own some amev yourself. Given any thought to keeping lly?<< None. My Mom owned AMEV. She sold at $17.75 on my recommendation. I gather Lilly is a class act relative to most pharmas -- somewhat less dire patent issues -- but I do not know enough about it to keep it. I think greater leverage will be found elsewhere, with risk/reward not too far away from that of Lilly. Not right away. I think the market still has some correcting to do, and am trying to hoard cash. Cheers, Tuck

To: keokalani'nui who wrote (871)	12/18/2003 12:47:31 AM
From: tuck	Read Replies (2) \| Respond to of 1005

So are any biofreaks looking at the latest round of IPOs? I've heard some general comments about them being uninspiring, but I think a couple of them look OK. Certainly better in being farther along in the development of products than the last companies to squeeze through the window of a couple of years ago. I think Myogen and Pharmion look solid. Genitope is developing personalized vaccines, and I know biofreaks generally don't like such efforts. It looks like a more focused version of LSBC, but it, too is much farther along than LSBC was when it came public. In PIII now or soon, if I recall correctly. Cancervax (another David Hale effort), Nitromed, and Advancis don't look so hot, and are priced accordingly. As much fun as Introgen PRs are, I would like to see some discussion of these new ones. Anybody? Cheers, Tuck