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

To: scaram(o)uche who wrote (44)	8/6/2004 12:44:58 PM
From: tuck	Read Replies (2) \| Respond to of 107

>>george pointed at a new issue. I looked at it, and it's running on mezzanine money, not proceeds from the broken IPO. that is, the current market cap is only about 4X cash in the bank, pre-IPO. many of those among your falling knives?<< ACAD, yes, and others that priced so low that a secondary at depressed prices is a given. Lots of potential "Rigels" coming, I think. But the capital structures are somewhat better this time around? That is, VC have cheap shares, but not as many? Any of these look interesting enough to you that you've bothered with DD? On a different tack, thinking that Neurochem (NRMX) is a potential short given that its drug targets amyloid plaque, and that evidence mounts against that being a cause instead of an effect of . . . Alzheimers or just old age. Cheers, Tuck