(The market is telling us which stocks those are)
I cannot believe the market is that smart--we all
know that the fund managers have to have liquidity,
and so many bargains are passed up and can still
be had for a fair price. Come on Texas, defend your
picks! I will take this opportunity to defend my
second-largest position, GZMO--not than anybody
has criticized it, but something to do while this
is a hot thread.
Now I am not going to say anything bad about your
Celgene, Michael Young, I'll just look like an ass because
have not followed it much--but if you were only in that
for the anti-angio, why not go for GZMO and aaAT3
genzyme.com
and no need to buy ENMD
ragingbull.com
--Gizzmo's agent is more powerful, from what I have seen.
HGSI, MLNM sure, fantastic plays--but GZMO has SAGE and a
marketcap of only 131M.
An excellent description of SAGE is here:
biz.yahoo.com
The power and unique capability of SAGE was demonstrated last year, when researchers from the Johns Hopkins University analyzed 3.5 million transcripts of normal and cancer tissue, including millions of SAGE transcripts. Of the transcripts identified by SAGE, 46 percent represent new genes not present in existing databases. A summary of the extensive SAGE data was published in the article ''Analysis of Human Transcriptomes'' in the December 1999 issue of Nature
Genetics (vol. 23, pp. 287-288).
And GZMO is tradable!
Why I bought a handful of extra shares just the other day
at $8 and sold them today at $10--and I'll probably be wishing
I held out for more.
(but I like to churn and add to my TGEN whenever I can). |
