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Biotech / Medical
Biotech vs. Shorts
An SI Board Since July 1999
Posts SubjectMarks Bans
427 27 0
Emcee:  Biomaven Type:  Unmoderated
Introduction Compact
This thread is meant to be a forum for discussing biotech stocks where there is (or is rumored to be) a substantial (likely institutional) short position.

It is not primarily intended for short-term discussion of "day-trading shorts" where a biotech like ENMD spikes unreasonably in response to news.

Most shorts (except of course Asensio) tend to be circumspect in disclosing their position. Published short figures are notoriously unreliable. Often the only hint of a large short position is mysterious declines in price followed by a series of "tells" where we suddenly get bearish articles, with TheStreet.com and the regional editions of the WSJ being favorite locations. This thread is intended to bring these hidden shorts to light.

Sometimes the shorts have been right (PGNS); often they have been wrong (AGPH, CNTO). For many stocks the answer isn't in yet (CLTR, GELX, SEPR, ENMD, maybe GLIA). In any event, they are a real, if mostly hidden, phenomenon that is worth studying.

Remember that shorts aren't all bad (I've been known to indulge myself) and are sometimes very insightful. To some extent, they serve a useful function in the ecosystem (like ants, dung beetles and vultures <g>), by acting as a counter to hype.
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427I tend to agree with you in general although I have to admit I've take smallrrufff-5/28/2004
426I recognize one respectable biotech-related company on the list - Pharsight, nowBiomaven-5/28/2004
425Fascinating tale, rrufff. I paw no BTs on the list, but <b>Dogs, Internatkeokalani'nui-5/27/2004
424Just came across this thread. Not sure whether there are biotechs on the list. rrufff-5/27/2004
423>> the market cap is tiny compared to peers << That was going too fscaram(o)uche-4/20/2004
422>> Data Safety Monitoring Committee overseeing the trial has reported no sscaram(o)uche-4/20/2004
421RealCommentary from TheStreet.com Hot-Stock Hunting Isn't Investing Wednesdascaram(o)uche-4/14/2004
420nah, the spotlight of your thread is intimidating. :-) into the capping and coscaram(o)uche-4/13/2004
419No problem - but I'm not sure if anyone posts on this disused thread any lonBiomaven-4/13/2004
418you were the recipient of that post only because you started the thread. sorry,scaram(o)uche-4/13/2004
417From what I've seen, the ability to predict a short squeeze in biotech runs scaram(o)uche-4/13/2004
416<I'm confused.... wasn't he the guy who was on the run, who couldnLLCF-11/3/2000
415< but wasn't he the guy who couldn't be located???? > Don't kLLCF-10/3/2000
414I'm confused.... wasn't he the guy who was on the run, who couldn'scaram(o)uche-10/3/2000
413FYI: Message 14500573 DAKLLCF-10/3/2000
412Ironic that all of those with insight are broke -- or, at very best, were playinscaram(o)uche-9/22/2000
411Ah well, in the good old days of the thread we had a better class of short. <Biomaven-9/22/2000
410You can't make this stuff up......... Message 14436473 <i>Not a strescaram(o)uche-9/22/2000
409Here's what happened to one shorter who certainly should have known better: Biomaven-9/20/2000
408But the Massachusetts securities people have jumped in. From today's Boston Biomaven-8/22/2000
407Turns out they were BXM ex-employees, so we'll have to wait a little longer Biomaven-8/4/2000
406A biotech wins a libel case in court. I assume these posters weren't attackiBiomaven-8/3/2000
405<i>Based on a review of preclinical and Phase II data and on recent discusscaram(o)uche-7/28/2000
404And here's Morgan Stanley's Lind (in the context of PCYC) quoted on YahoBiomaven-7/28/2000
403Peter - I agree. The last time CLPA hit the UPC symbol the short position was sNeuroguy-7/28/2000
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