To: Provocateur who wrote (3600 ) 1/8/1999 1:55:00 PM From: Mike McFarland Respond to of 56535
Thread: some follow up and updates on the stuff I follow... PAIR, had a nice run from 7.5 to 9.5 a couple days ago...missed it, was away skiing for two days. Oh well, not chasing it. Of the second tier biotechs I follow CELG has done very well, and PCOP saw a pop today. The first one was one to own, the second one to have on a biotech watch list. There are not a lot of combinatorial chem companies, arql comes to mind, PCOP may be a higher quality issue, and they even break even lately. Of the microbiotech stocks I own, and tout here occasionally, SIBI is still not tradeable, but I sure like it, lots of recent news re AD and Parkinson's phase two trials. I never know what the quote is for it, all over the place...interesting today because with essentially no volume I've seen everything between 5 1/4 and 6 1/2 as the price, odd. The other one you have seen my tout is Ariad, and as it neared $2 just now I re-established a second "third"...this is interesting, the warrants never trade, and yet a flurry of warrants were purchased an hour ago. ARIA and ARIAW. Ariad has potential Epogen killer technology, you just have to sort out who has the best patents, aria, avgn, amgn or another, I do not know--maybe CEGE? I'll throw a dart at aria. Stock that look like pennies, but I think are worth a look, and of course not tradable, ha ha: NTII and CNSI, two of my largest holdings. But as much as I try, nobody seems to like these, maybe because there are some many "safe" daytrades out there in the internuts. If I am right about these two investments I will return to the thread in a year to rub your nose in it. he he. But to be honest, you have to be a real biotech freak with no fear probably to dive in in a big way on these. I probably know just enough to hurt myself:-) Finally, an often tradable stock I like to watch --GMGC, General Magic. I just knew it would run the other day...really I did! But I just couldn't go for it. You see gmgc was the lucky dart that got me into this game, if I hadn't been in that one in a big way at $1, I'd not be bothering you people here today. I guess I sort of feel like gmgc is sacred land on which I should not walk on again. Happy trades!