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Biotech / Medical : Pharmacyclics (PCYC) -- Ignore unavailable to you. Want to Upgrade?


To: squetch who wrote (303)5/11/1998 7:53:00 PM
From: George Holt  Read Replies (2) | Respond to of 717
 
Hi,

I just took my first position in PCYC today after the CNBC report. I sold some Cendant calls and put the money in June PCYC 30 calls. Paid the high price of the day at 6 but I'm not concerned.

I haven't seen the H&Q report. Does anyone have a link to that.

Also was the PCYC drug featured in a PBS Documentary several months ago that dealt with some remarkable recoveries from brain tumors?? The program also featured a black surgeon who does 200+ brain surgeries a year.

I was only partialy listening to the CNBC report. Did I understand correctly that George Soros has a large stake in PCYC?

George



To: squetch who wrote (303)5/11/1998 8:19:00 PM
From: Biomaven  Read Replies (1) | Respond to of 717
 
squetch,

My question is whether the news at ASCO will cause it to spike more.

If I had to make a prediction, I think we'll get another spike or two out of it. These spikes often prove temporary, of course. However, in the case of PCYC, as distinct from ENMD, we should get some solid fundamental news over the next months, as all the NCI-sponsored trials start up. Having at least 15 NCI sponsored trials going for Gd-Tex and Lu-Tex should draw some deserved attention to this stock.

The stock also has a nice, easy-to-understand story that even a NY Times reporter can understand. I wonder if she has anything planned already for Sunday? <G>.

Peter