SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biotech & Pharma.T.A,
BIB 85.24+0.5%Feb 4 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jibacoa who wrote (3300)8/4/2015 1:31:01 PM
From: Jibacoa   of 3722
 
While looking at REGN's 2ndQ report, it reminded me of
Fidelity's Biotech Fund and its major holdings. <g>

The Fidelity Biotechnology Fund has a pretty good record.<g>

And these are reportedly its 10 major holdings:
fundresearch.fidelity.com

CELG has been under some pressure after its recent public offering.
It raised $8 Bs., and is buying RCPT, so we can eliminate RCPT from that list.
<g>
finance.yahoo.com


And add in its place AGN, which sold some of its generic business to TEVA for $40 Bs., and could be looking to put that money to use. May be on some of the Biotechs on Fidelity's list..<g>
http://247wallst.com/healthcare-business/2015/08/04/3-potential-huge-takeover-targets-in-biotech/

It seems that buying the Fidelity Biotech Fund is not a bad choice.

But trying to cherry pick, I would buy REGN, AGN, ALXN, GILD, in that order, and add BIIB after its recent slump, since it seems is on its way to recover.<g>

Bernard
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext