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   Biotech / MedicalTrickle Portfolio


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To: tuck who wrote (1268)11/18/2002 12:54:27 PM
From: tuck
   of 1784
 
>>9:14AM Molecular Devices upgraded at Deutsche (MDCC) 14.93: Deutsche Securities upgrades to Buy from Hold and raises price target to $20 from $13 based on the belief that the co is poised for a turnaround, driven by the introduction of Ion Works HT; raises Q4 rev/EPS est to $30.3 mln/$0.17 from $29.7 mln/$0.16 and 2003 to $120.0 mln/$0.72 from $116.9 mln/$0.66.<<

Cheers, Tuck

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To: tuck who wrote (1269)11/18/2002 2:40:30 PM
From: tuck
   of 1784
 
GenomeWeb with color on TWTI's situation. Might it be bottoming here?

genomeweb.com

Cheers, Tuck

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To: tuck who wrote (1270)11/21/2002 11:38:04 AM
From: tuck
   of 1784
 
Trickle thinks this rally is getting very close to done. Accordingly it makes two moves. It sells AFFX for $29. Trickle will reload below $25.

Trickle has noted ABI faces a number of fundamental difficulties. While it remains an important bellwether of the sector, Trickle feels it will have difficulty moving beyond this $22.5 to $23 range any time soon. And that if Trickle is right about a pullback (if not a war-related crash), better entry prices will await it for ABI and others. Accordingly Trickle sells ABI for $22.65.

Cheers, Tuck

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To: tuck who wrote (1271)11/21/2002 2:07:45 PM
From: nigel bates
   of 1784
 
this rally

Is that the Trickle rally, or the whole rally thing ?

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To: nigel bates who wrote (1272)11/21/2002 2:14:47 PM
From: tuck
   of 1784
 
The whole thing.

I think the macro trickle environment will turn around before that of say, semiconductors, although you wouldn't know that from watching the latter of late. I'd be looking at Trickle bioterror plays as a way of playing both sides (i.e. if one is concerned about a war related end to the rally). So I keep watching BDAL, high P/E and all. They will likely report on their bookings in early January, if the past is any guide.

Cheers, Tuck

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To: tuck who wrote (1271)11/21/2002 3:41:36 PM
From: PuddleGlum
   of 1784
 
ABI shows a very promising breakout on this chart:

stockcharts.com[PA][DA][F!3!!]&pref=G

I won't argue with your fundamental observations, but the technical picture (given that the breakout occurred before the current rally took on a manic character) looks quite good.

-pg

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To: PuddleGlum who wrote (1274)11/22/2002 10:34:28 AM
From: tuck
   of 1784
 
Long time followers of this thread may recall my ethical fondness for Xenogen, a company that missed the IPO window a couple of years back. It markets in vivo imaging systems based on firefly luciferase that mean less slaughter of experimental animals (chiefly mice) and continuous monitoring of their condition during preclinical studies. It's still out there, and recently did a deal with MLNM. Meanwhile these other folks seem to have refined the technique a bit. In vivo monitoring of protein-protein interactions would be neat!

>>Published online before print November 18, 2002
Proc. Natl. Acad. Sci. USA, 10.1073/pnas.242594299

Medical Sciences
Noninvasive imaging of protein-protein interactions in living subjects by using reporter protein complementation and reconstitution strategies

R. Paulmurugan *, Y. Umezawa , and S. S. Gambhir *¶||
*Crump Institute for Molecular Imaging, Department of Molecular and Medical Pharmacology, University of California Los Angeles-Jonsson Comprehensive Cancer Center, and ¶Department of Biomathematics, University of California School of Medicine, Los Angeles, CA 90095-1770; and Department of Chemistry, School of Science, University of Tokyo, Hongo, Tokyo 113-033, Japan

Communicated by Michael E. Phelps, University of California, Los Angeles, CA, October 2, 2002 (received for review August 25, 2002)

In this study we have developed bioluminescence-imaging strategies to noninvasively and quantitatively image protein—protein interactions in living mice by using a cooled charge-coupled device camera and split reporter technology. We validate both complementation and intein-mediated reconstitution of split firefly luciferase proteins driven by the interaction of two strongly interacting proteins, MyoD and Id. We use transient transfection of cells and image MyoD-Id interaction after induction of gene expression in cell culture and in cells implanted into living mice. Techniques to study protein-protein interactions in living subjects will allow the study of cellular networks, including signal transduction pathways, as well as development and optimization of pharmaceuticals for modulating protein-protein interactions.

--------------------------------------------------------------------------------

||To whom correspondence should be addressed at: Crump Institute for Molecular Imaging, University of California School of Medicine, B3-399A BRI, 700 Westwood Plaza, Los Angeles, CA 90095-1770.

E-mail: sgambhir@mednet.ucla.edu.
www.pnas.org/cgi/doi/10.1073/pnas.242594299<<

Cheers, Tuck

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To: tuck who wrote (1275)11/22/2002 3:44:22 PM
From: keokalani'nui
   of 1784
 
No message. EOM.

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To: keokalani'nui who wrote (1276)11/22/2002 3:56:17 PM
From: tuck
   of 1784
 
Rather nice timing on my AFFX sell, coming a day before it was downgraded by two firms on valuation.

That's what you were going to say, wasn't it?

Cheers, Tuck

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To: tuck who wrote (1277)11/22/2002 5:45:08 PM
From: keokalani'nui
   of 1784
 
Yes of course. Congratulations.

Actually I had a snide comment about tech announcing their change of auditors, but became grateful for the 15-minute cooling-off period.

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