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Biotech / Medical : Biotech vs. Shorts -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (419)	4/13/2004 3:35:15 PM
From: scaram(o)uche	Respond to of 427

nah, the spotlight of your thread is intimidating. :-) into the capping and continuous (not particularly massive, however) shorting, there was good demand. I wasn't too surprised to see the institutional interest that has now been EDGARed, but I didn't expect it to be a single fund.

To: Biomaven who wrote (419)	4/14/2004 8:55:43 AM
From: scaram(o)uche	Respond to of 427

RealCommentary from TheStreet.com Hot-Stock Hunting Isn't Investing Wednesday April 14, 8:33 am ET By James J. Cramer, RealMoney Columnist "Four homeland security plays," the email in my inbox blares, loud and clear. And I see it starting again, the hunt for the next Taser (NasdaqNM:TASR - News), the way it always does: Serious people lend their names to the unserious business of finding the next short squeeze. (snip) :-) :-(

To: Biomaven who wrote (419)	4/20/2004 12:21:59 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 427

>> Data Safety Monitoring Committee overseeing the trial has reported no serious safety concerns and recommends that the trial proceed. Myriad believes that the Phase II study in more than 200 patients with mild to moderate Alzheimer's disease will be completed in the clinic on schedule during the first calendar quarter of 2005. << Shorts here are lazy, perhaps insane. Period. The logic is established, from Golde's lab. The trial has "green light" from DSMB. There are three cancer-projects (MPC-6827, MPI-176716 and MPC-4505) headed for IND to back flurbie, and the predictive medicine business is perfectly positioned for the future of pharma-FDA interaction. There's two years of burn in the bank with no debt, the existing business is of decent margin, Prolexys is gonna rock, prostate is a second (and, IMO, justified) shot on goal for flurbie, the market cap is tiny compared to peers, and we've got geniuses like Webber and Hines on the wrong side. It doesn't get any better. I hope.