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

To: tuck who wrote (753)	11/23/2005 10:05:35 PM
From: Robohogs	Read Replies (1) \| Respond to of 897

CELG? Seems way overdone and an approvable would hit stock hard. Jon PS NBIX has really ramped hard - good luck! PPS I also wonder about OSCI but any news there could ramp the stock. Their basic model is flawed - no VPHM mkting angle for them.

To: tuck who wrote (753)	11/23/2005 10:35:13 PM
From: IRWIN JAMES FRANKEL	Read Replies (1) \| Respond to of 897

I agree that we should be looking for more shorts amoung the biotechs. But we should be ready to carry the positions into 2006 where we have a better chance of declines as the seasonal cash flows shift. If/when the Fed gets money tight enough for the risk premiums to expand it will tank the bio's. ELN - I have been tempted to short it but lack the guts. TEVA - while not a biotech looks way to pricy for a generic company (admittedly they have a cash-cow proprietary in Copaxone which appears to contribute a high share of EBITDA). ij