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Biotech / Medical : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (800)4/17/1999 9:30:00 AM
From: LLCF  Read Replies (1) | Respond to of 1073
 
< "Dry powder" is up 8.6% during this period.....>

Well, you have to wonder who that was "sitting" on a few of those stocks at their bottoms as we talked about... there were "real" sellers in some. By the way... did we forget NBIX in "dry powder"?? There's a real seller in there too by the way... once he's done "puking" maybe it'll pop as well.

DAK



To: scaram(o)uche who wrote (800)4/19/1999 1:53:00 PM
From: LLCF  Read Replies (2) | Respond to of 1073
 
<So, just as we predicted..... von Emster is a counter-indicator..... he switched to first-tier at exactly the wrong time. >

I figured this is worth a "headline" today and a second look in general. Lots of "chicken bio plays" down 10% or more today including LLY, AMGN, BGEN, etc. Meanwhile I'm seeing plenty of up or unchanged "down under" in tier 2 & 3.

DAK


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