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

To: tuck who wrote (709)	10/5/2004 3:45:49 PM
From: scaram(o)uche	Respond to of 897

>> Now that SI has whacked the portfolio feature << Many, many thanks for pushing the stuff forward, and keeping it under our noses. Lotsa data points. Many well-conceived and gutty trades, IMO.

To: tuck who wrote (709)	10/19/2004 4:19:33 PM
From: tuck	Respond to of 897

BSCP had apparently covered AGEN too soon: Message 20661963 What about that big partnership deal, Armen? Cheers, Tuck

To: tuck who wrote (709)	10/29/2004 3:59:49 PM
From: tuck	Respond to of 897

Glaxo is apparently going to enter the flu vaccine market next year, which won't help Chiron. Other vaccines are growing pretty slowly, except for the travel vaccines. And isn't betaseron coming off patent in a couple of years? But blood testing and other drugs seem to be growing steadily, if not mightily. They all pale in comparison to the influenza vaccine revenue being lost. Since Chiron has gotten a bad whacking, some have said it looks cheap. I'd argue that current valuation is middling at best. Mid twenties might be cheap enough. Cheers, Tuck