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Post# of 24977
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Monday, 04/05/2004 7:57:32 AM

Monday, April 05, 2004 7:57:32 AM

Post# of 24977
part of this mornings newsletter notes: on bloomberg this morning, an anal discussed the need for bio/pharms to get busy with m&a's for future growth in E's. Their primary focus was oncology and cancer phase 2 and phase 3 stocks. They noted that the prospects of many of these companies was huge when they clear their phase 3 trials and were selling very cheap. We have plenty of these kind of stocks hitting the scans. Below I will list 2 favs I have and why:

GEB-sort of a 'nano' cancer play in phase 3,, the idea behind their drug delivery is pinpoint direct treatment of tumors within the head and neck area. This reduces the normal facial disfigurement that usually comes with treating those kinds of cancers.-less social pain for the patient and less costs for insurance companies in reconstruction of the face. chart says it may get a 200dma (1.20+/-),, but may not happen. During the recent market decline GEB held up well with a dip to 1.40 that was bought with volume. tends to trade as if 1.50 is the low point. I do expect this to hit the scans again soon. So if you are interested in going long on the stock,, consider red nibbles with profits from your runners.-

DOR-biopharmaceutical company focused on biodefense vaccines and therapeutics for unmet medical needs.
Significant progress made in enrollment in the pivotal phase III clinical trial for lead product orBec® (beclomethasone 17, 21-dipropionate);
Exclusively licensed a novel recombinant ricin vaccine candidate to protect against ricin toxin exposure.
Expansion of DOR's biodefense program through the in-licensing of a botulinum toxin vaccine.

note- the banks have alot to gain in a sudden m&a season for bio/pharm

energy- the oil fight is still being argued, look at other areas in the fuels that arent oil dependent. RTK is our recent scan stock, it works with coal technology.

Other areas of defense incluse foods, water and homeland security area,,, too many to list from recent scans. Many have popped a bit and some have found base. LUCY is the 'cheese' play and is nearly ready for another pop- it is a very low vol stock, but should wake up well and run when it does.

I believe all of these stocks are worth going long on, and of course GROW,,, plenty of posts and reasons already pounded into the table clear down to the floormat my chair sits on.









Benjamin Graham: "You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning are right"

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