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Biotech / Medical : momo-T/FIF -- Ignore unavailable to you. Want to Upgrade?

To: Tomato who wrote (429)	5/30/2004 5:19:49 PM
From: keokalani'nui	Read Replies (4) \| Respond to of 12215

I'd vote for 25%+ cash. At least enough to add ~4 positions. Rick--As for mygn's nsaid and me, I'm not expert enough to really have an informed idea. With my AB in English, I scrutinized the studies and, sure, I can see where they might get lucky. I was wrong to slam it as just another nsaid which clearly it is not (though at the time I think I was expressing not what I thought but what I thought the market thought). Today I really don't expect a robust effect in either indication. So I have just a minimal sliver of mygn--won't move the meter no matter what. Just to keep talking here, Arena looked very interesting to me, right up until I discovered the 12/03 preferred stock financing. Ugh, a self-inflicted wound. Some management should not be given live ammunition! Whatever were they thinking? Now they file a shelf to--I'm guessing--pay it off at lower prices 8 months later. No wonder the cfo resigned. :-( But no wonder lampert has kept a position. ;-)

To: Tomato who wrote (429)	5/31/2004 11:33:24 AM
From: Mike McFarland	Read Replies (1) \| Respond to of 12215

Some of the tool companies are taking beatings. I'd add something like Sequenom, although even better, you might put it on a list to revist about a year from now, or in tax loss season. finance.yahoo.com I'd ask Tuck, what about something like Caliper? I've not followed their story these part few years at all, has anybody revisited that idea? It is a little interesting to see who is in the advertiser boxes in article such as this one: sciencemag.org Big ones like Agilent and ABI might do nicely in a market where big Nasdaq stocks do well, but small stocks lag. Likewise, if you wanted to be fully invested all the time, you could use an Amgen for the cash portion. Mutual funds have to be fully invested, hoarding dry powder would give your experiment an unfair advantage if you want to compare performance agaist biofunds a year from now. ABI trades at something like 18 times earnings, and has underperformed the Nasdaq recently. finance.yahoo.com^IXIC