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Biotech / Medical : Biotech Short Candidates -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (643)4/21/2004 3:27:15 PM
From: tuck  Respond to of 897
 
BSCP get some relief today:

>>8:51AM AGEN downgraded at Needham 11.06: Needham downgrades Antigenics (AGEN) to Hold from Buy, citing a lack of near-term drivers as well as added regulatory risk; according to the co, the Phase 3 data for Oncophage in renal cell cancer will not be available until early 2005 (firm had previously assumed data release as early as Q4 2004); also, the co revealed that the FDA is still seeking further product characterization of Oncophage, despite the lifting of partial clinical hold last Nov, and this issue is delaying the Oncophage registration discussions with the FDA.<<

and AFFX guidance disappoints:

Message 20049198

Which has a much bigger impact.

Cheers, Tuck



To: tuck who wrote (643)4/26/2004 2:38:16 PM
From: quidditch  Respond to of 897
 
Tuck,

fwiw (probably not much), but a trader who haunts SI, traditionally tech and not BT--but usually shrewd and with some contacts--is playing GNTA long for a few $.

quid


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