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Biotech / Medical : Biotech for less than a buck. -- Ignore unavailable to you. Want to Upgrade?


To: RWReeves who wrote (727)2/4/2004 1:13:01 AM
From: RWReeves  Read Replies (2) | Respond to of 743
 
Buying:

Funded ALTH and DOR at market close. D: I own neither in my personal account.

I plan to liquidate CYAN and CVGR at tomorrow's close. CYAN has had a nice run but its a high cost producer in a market that just got price whacked by Chinese Phycos. Ouch. CVGR albeit an interesting company has not done much in all these years as with most CROs, and is being removed to make room for far more interesting game.

RGEN has been doing well after the Ph III didn't meet its endpoints in Autism. My own belief is that it may work for some of the kids but not enough to convince the FDA. Need a tighter subgroup I think. D: I have some in the personal account and think I may add some here as raw speculative fodder on Secretin in Schizophrenia.

RWR