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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?


To: Bill Wexler who wrote (8655)12/19/1997 8:37:00 PM
From: Pancho Villa  Read Replies (2) | Respond to of 9285
 
Bill, nice hearing from you! on BVF the homework I did (no more than a couple of hours) led me to believe that at least in the short term there may be better shorts. I agree they look definitely overpriced. On Asensio's work I had the impression they may have underestimated the co's hability to get approval for a generic Cardizem version.

Pancho

PS: any thoughts on CNC as a short?