mike,
you are certainly more than welcome to post your picks and thoughts here. anyone who reads Nature can certainly give us more insights.
Venter is more than a bit of a showman. He is like Bezos, Chambers, and Ellison,,,,he likes the limelight. A big reason CRA is a darling is simply because of his ability to sell his company. Personally, I may not "like" that type of personality, but I think it's good for his company's stock.
I agree that INCY is a good company. The only concern I have with that one is it has been extremely volatile,,,it ran up to 42, then dropped like a rock about 2 months ago to mid 20's, drifting lower, then has resumed its climb again. I believe CRA, HGSI, and MLNM are the stars in this league, and their stocks portray that. The upside in terms of percentage will probably be better in some of the lesser known companies, but the risk is also greater. I believe that these three along with INCY are poised to be big winners. As far as the others, I have not followed them much. If you have insights into why you like GENXY, I'd love to hear it. Again, thanks for stopping by and please post any thoughts you may have.
mike |
