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JJM760

04/05/11 10:16 PM

#6824 RE: BTH #6823

I think Ziop (300 mil market cap) might also be more of a value than Aria right now. I am loaded with several other bio's for what I believe will be a nice "Asco" run. It's a good time for biotech, it won't last forever. Most of them are up nicely and I will sell all of them except for Ariad sometime before Asco. BTH great day for Cris, thanks for the heads up.

BTW, we are due for a pullback. Just by gauging the level of giddiness around the message boards these last couple of weeks, I would say it should be soon. Look the chart, it is screaming for a pullback. Let's not start slapping each other on the backside just yet. We still have a ways to go till the promised land.

JJM760

04/05/11 10:24 PM

#6825 RE: BTH #6823

Have you (or anyone else with a big position) considered buying puts? I have considered it should we get a pop, but it has been a nice "melt up". Anyone else thinking this way?