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Biotech / Medical
Biotech Shorts

An SI Board Since December 1996

Posts	SubjectMarks	Bans	Symbol
61	4	0	XOMA

Emcee: (no name provided)	Type: Unmoderated

Introduction Market Data Compact

Hype and overvaluation are common in biotech stocks. Some famous ones are the sepsis wars between XOMA, SYGN (Synergen) and Centocor (CNTO) and Immune Response's (IMNR) slide from $70 to below $5.

More recently, look at the charts for CARN ($50 to $6) and NRLD ($20 to $5) in the space of a few months.

Maybe some of you don't realize, but there is great opportunity here. Shorting is easy, can be profitable, and provides a hedge against market correction.

Since most of the discussions on this forum tend to be back-slapping, bullish, self-congratulatory conversations about how well we pick stocks as they are going up, I thought a more cynical (and perhaps more reasoned) discussion about the biotechs/medical stocks could be of use (and point me to more short ideas).

Soon, I will post a brief discussion on how to short for those of you aren't aware of how to do it. It will be followed by a few of my favorite shorts (past and present).

Good hunting,

Kafka666

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Reply	Message Preview	From	Recs	Posted
61	A new short idea: LUBRIZOL CORP (LZ). I believe this makes a great short candi	Ajay Nandanwar	-	8/21/1998
60	Did you guys get chance to look at this. It dropped more than 1/2 point towards	Ajay Nandanwar	-	8/11/1998
59	Just somewhat off topic.. about insurance company VTA. Just wondering what you	Ajay Nandanwar	-	8/11/1998
58	Kafka666, DO you have any insight to INCL. They are a biotech stock that rece	chester lee	-	8/2/1998
57	What are your current thoughts on good biotech shorts? I presume you think VVU	Susan S.	-	7/20/1998
56	I think you misread my comment. I was referring to flat to declining sales of M	(no name provided)	-	5/18/1998
55	WHOOPS! Hope you didn't follow your own advice when you recommended shorti	mason630	-	5/15/1998
54	<<... a cure for cancer and reversal of human aging.>> There is a	poodle	-	1/29/1998
53	poodle, I have been reading about telomerase and what it can do for a while, an	Fernando Saldanha	-	1/29/1998
52	Kafka666: Thanks a lot. << Just when I thought no one was interested an	poodle	-	1/28/1998
51	Hi kafka. Well, I kinda like this one-way flow of information; it makes the jo	Anaxagoras	-	1/28/1998
50	Just when I thought no one was interested anymore. I don't really contribut	(no name provided)	-	1/28/1998
49	Kafka666, short targets list update will be greatly appreciated. Thank you.	poodle	-	1/26/1998
48	I will certainly take your advice into consideration. However, I have spoken t	Terry	-	12/22/1997
47	The salt solutions are cheap but make you swell up like a bloated pig and put s	Jim Roof	-	12/22/1997
46	Any thoughts on Biotime (BTIM). They are in the blood expander market and were	Terry	-	12/17/1997
45	Kafka666, you may like it: " INVESTOR FACT SHEET - RESEARCH MAGAZINE	poodle	-	12/16/1997
44	Thanks for answer. I still can't get it: if it is so clear, why several pro	poodle	-	12/13/1997
43	Re: Stock buybacks. Check the history of VVUS. They announced a stock buyback w	(no name provided)	-	12/13/1997
42	Kafka666 Nice to meet you. Thanks a lot for the list. I followed your posts and	poodle	-	12/12/1997
41	Poodle, Favorites right now: IPIC - this is a zero. It is only a matter of ti	(no name provided)	-	12/12/1997
40	Dear Kafka, Seems to be a good time for update. Would you mind to post list of	poodle	-	11/28/1997
39	kafka666, re HMSC HMSC is a startup CO with NO revenues, sales or earnings tha	chester lee	-	6/24/1997
38	I have been putting together a summary of Humascan (HMSC). It really is getting	(no name provided)	-	6/24/1997
37	How abour ZONA?	Roland Kahn	-	6/21/1997

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