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

To: rkrw who wrote (728)	12/17/2004 1:10:59 PM
From: Biomaven	Respond to of 897

Agree with rkrw on both counts. I'm long all of OSIP, NBIX and SEPR. Peter

To: rkrw who wrote (728)	12/18/2004 1:20:50 AM
From: tuck	Respond to of 897

I think insurers may disappoint both NBIX and SEPR; you guys got any thoughts on that (an article by Motley Fool's Brian Gorman notes this concern, too)? But I'm really most interested in what you & Peter -- and anyone else who wants to chime in -- think of the APPX situation, and perhaps of EYET. I haven't had time to look at the label they got. And, too, if folks are starting to see rich valuations or high risk/reward (in being long) out there. Cheers, Tuck

To: rkrw who wrote (728)	12/18/2004 1:22:21 AM
From: tuck	Read Replies (1) \| Respond to of 897

I think insurers may disappoint both NBIX and SEPR; you guys got any thoughts on that (an article by Motley Fool's Brian Gorman notes this concern, too)? But that's two or three very wise folks talking me out of shorting NBIX (that would have been for a few bucks, max, a trade, really). But I'm really most interested in what you & Peter -- and anyone else who wants to chime in -- think of the APPX situation, and perhaps of EYET. I haven't had time to look at the label they got. And, too, if folks are starting to see rich valuations or high risk/reward (in being long) out there. I sold my January SEPR options today. Cheers, Tuck