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Biotech / Medical : Biocryst Pharmaceuticals Inc (BCRX) -- Ignore unavailable to you. Want to Upgrade?


To: manny t who wrote (14)11/8/2005 7:51:09 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 269
 
Manny:

Thanks, hadn't noticed it coming back. Did the other avflu plays also come back hard today? Did bcrx come back because of the mention re. clinical trials starting in January?

My interest in BCRX is -- and has been -- the PNP program. I was lucky enough to catch a webcast that mentioned the neuraminidase inhibitor just as traders were looking for a ride on irrational fear. Scalped it for size and retained a smaller chunk which I sold as it went skyward. In total, took very little profit compared to what I would have, even holding the entire big chunk to today's low close. Basis was 9.99, so that should give you an idea of how I botched the scalp. Retained chunk went out door at 13.51 on the way up.

:-(

It looked good, to me, due to downside protection supplied by the PNP program (beyond frodo), or I wouldn't have touched it. It's not my style to ride a company that is not fundamentally strong on science, and most of the avian flu floaters are going to come back hard imo.

Yes, if I get an op to buy it back at $10, I may take it. Yes, I'm still positive on the potential for peramivir. Despite the hysteria, we're not all facing H5N1 tomorrow.

Best! Rick



To: manny t who wrote (14)11/9/2005 1:52:24 AM
From: scaram(o)uche  Respond to of 269
 
>> Yes, if I get an op to buy it back at $10, I may take it. <<

That comment isn't fair, and I'm sorry I put it out there.

If things bust loose re. avflu, then I'd pay this price and more. If there's pronounced progress re. PNP program, I'd pay this price and more. For all I know, it's a big bargain at this price.

The company was one of the original big-three X-ray crystallography (structure-based design) companies with Agouron and Vertex, and there's ALWAYS been a focus on good science.

That I'm out of the stock does NOT reflect an opinion that it's over-valued, and I'm sorry that I might have left that feel. I was only riding the flu scare for a trade, and then Cramer got hold of it after I'd scalped.

Yes, I still believe that peramivir could play an important role. But I also haven't studied it well enough to entrench.

Best! Rick



To: manny t who wrote (14)11/9/2005 1:53:29 AM
From: scaram(o)uche  Respond to of 269
 
>> Yes, if I get an op to buy it back at $10, I may take it. <<

That comment isn't fair, and I'm sorry I put it out there.

If things bust loose re. avflu, then I'd pay this price and more. If there's pronounced progress re. PNP program, I'd pay this price and more. For all I know, it's a big bargain at this price.

The company was one of the original big-three X-ray crystallography (structure-based design) companies, together with Agouron and Vertex, and there's ALWAYS been a focus on good science.

That I'm out of the stock does NOT reflect an opinion that it's over-valued, and I'm sorry that I might have left that feel. I was only riding the flu scare for a trade, and then Cramer got hold of it after I'd scalped.

Yes, I still believe that peramivir could play an important role. But I also haven't studied it well enough to entrench.

Best! Rick