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Biotech / Medical : biotech fireworks

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To: Ian@SI who wrote (2548)	7/1/2006 9:44:58 PM
From: Robohogs	Read Replies (1) of 7424

I feel like an idiot myself - took losses in DOVP/NBIX complex, did not sell the expensive calls in SEPR to cover and only picked up small trading stakes in NKTR/ARNA. ARNA is up as much as NKTR after being down 8% right before FED moved - had thought about adding more but could not do so when Rick was ranting about the shorts as I was worried about the FED reaction. How stupid can one believe. Nice trades guys! Ian - you are the only other NKTR owner I have seen post. Most are dismissive of them as "me-too" and lifestyle. I personally do not care as I think the valuation disconnect between them and AMLN is too large. Economics an Exubera are not quite as good as Byetta (20% royalty with some mfg costs offsetting vs half of profits) but I think Exubera will be a quicker hitter than many think. Of course, I want to be out when the lung problems start. Jon

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