So hard to keep track of biotechs but this guy claims to have a good track record. Expenses appear to be high but I thought I'd start a thread since there isn't one. Here is his top 10 holdings. Down so far this year but you keep hearing biotech will make a big comeback.
Top Equity Holdings (%)
GLFD Guilford Pharmaceuticals Inc 12.56
CORR Cor Therapeutics Inc 7.32
XOMA XOMA Ltd 6.77
AXPH AxyS Pharmaceuticals Inc 6.18
PDLI Protein Design Labs Inc 5.54
DURA Dura Pharmaceuticals Inc 5.20
HGSI Human Genome Sciences Inc 5.11
NXTR Nexstar Pharmaceuticals Inc 5.02
PCYC Pharmacyclics Inc 4.86
SUPG Supergen Inc 4.53
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