Rocketman, Thanks for writing up Jim McCamant's picks and pans. I would like to hear more of your and Vector1's opinions on ISIS (David thought their treatment for Crohn's disease sounded effective),Agouron, ArQule (GENZ just fromed a drug development partnership with them, PR 4/30), Chiron, Neurex, Ligand, and Genzyme Transgenics.
I have about $5,000-6000 to invest, would like to add to our biotech portfolio, and am trying to decide where to invest for long term. We have a large amount of GENZL, some AFFX, Creative Biomolecules, Lumysis, and Nycomed. GENZL makes up about 80% of the portfolio,and AFFX about 13%. The rest is roughly equal parts of Neurex, Creative Biomolecules, Lumysis, and Nycomed.
David thoroughly understands the science behind Affx and its market potential; he's very enthusistic about it, as am I, but I was thinking perhaps we should diversify within biotech some more.
Any advice?
Time to pick up kids,
Thanks, Lisa |
