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Biotech / Medical : A biotech stock picking contest for 2000
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To: Mike McFarland who wrote (1)6/15/2000 11:55:00 PM
From: Mike McFarland  Read Replies (1) of 54
 
Obviously we have all done some trading this year,
and our returns are probably somewhat better than
buy and hold. Just for fun I will refresh my biotech
"favorites" list--and fwiw, I own many of
these. AXPH CIST.OB CNSI.OB CRXA ELN GENXY
GLIA (wife) GZMO KDUS.OB NPSP NRGN ORCH
PGNX SGMO SNAP TGEN TLRK TRGNY VPHM
Obviously no theme here, and I do flip between
things and churn too much--so I lose one now and
then. I lost Corixa somehow, must have needed
the cash for a trade, rats--that is one I should
have held for the PVAC after I saw those psoriasis
slides. I also sacrificed Genzyme rather quickly
for more third tier stuff.

Looking at Transgene, don't own any. Orchid
profits went to buy back Axys this past week--
I'd traded away that one entirely back during the
genomics run up. Cistron turned out to be a roach
motel, but my cost is 1/4 so still waiting for
Celltech. Doubled down these past couple weeks
in Synaptic. A few trades outside of biotech too,
but nevermind about those.

Sorry the thread died and that I have not
kept track of folks gains. Bad Karma anyway
when biotech, even after the correction,
has done so well for many of us. My pledge
to OCD higher obviously now, but no need
to post numbers. We can all settle up on
our own at the end of the year unless somebody
speaks up to claim the win. Or unless I get
ambitious and track down the various splits
and such.
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