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

To: hmpa who wrote (711)	10/7/2004 3:48:16 PM
From: tuck	Respond to of 897

Meanwhile, IDBE is getting a bid despite tough market, apparently because of Chiron's woes. But Chiron will be fixed up well before IDBE gets to market. And MEDI will be there trying to take up the slack with FluMist. If the market turns around, and IDBE continues to show strength, I'd be tempted to short it. Of course, IDBE is one of the few that has consistently whacked the short portfolio, so I can be accused of axe grinding. Anybody got an opinion? Cheers, Tuck

To: hmpa who wrote (711)	10/15/2004 2:23:28 PM
From: tuck	Read Replies (2) \| Respond to of 897

Looks like that someone is wrong, at least as to timing. But perhaps we get an opportunity? CNCT has a history of positive earnings surprises, and it reports on the 25th. It is trading near highs. If it runs on earnings, then perhaps a good entry point? Are the odds still good that we could get Ranbaxy announcement about generic Soriatane FDA approval in the not too distant future? Is there something like a PDUFA date that you know of? I looked at their site and couldn't find anything about it. Perhaps it's in one of the conference calls. What's your source (got a link)? TIA & Cheers, Tuck