Anybody want to help me construct a winning biotech portfolio for the 2002 contest?
Sepracor has been on a nice tear, and I'm not going
to put that one in there. There might be some other
good ideas from the model portfolio:
Message 16833009
Corixa? Vertex?
I am inclined to just work off my old microcap dog
list--do five names out of there. A lot of those
stocks have lost most of their value in the past
couple of years, I think I might like to give them
another year. A final hurrah?
Message 12437076
--I actually got 51% out of those symbols in 2000.
Axys is gone...Ariad is doing well--Peter mentioned
NF-kB on one of the threads today, who knows, maybe
Ariad is going to get it together finally? Synaptic
seems to be going away with retirements, but maybe
some upside if/when it gets taken out. Genset has been a
complete disaster for me, don't know what to say, but
I still own the damn thing, probably down 100k on that
critter. Cadus and cnsi (cen.l etc) don't do much
volume, but thinking I will include Cadus. Magainin
went and changed their name, so silly. And I've not
kept up with Gizzmo either. Can't remember the last
time I looked at Cortex--did they change their name too?
Or, I could drop the microcap stocks all together and
just pick out a handful of second tier biotechs.
Okay, a little help? I really don't keep up with this
much anymore. The toddler keeps me hopping, and I am
75% cash these days--so don't quite have the enthusiasm
I had back in the bull market days. Would be fun to
win...just not too sure how to pull it off. Fewer stocks
is definately the way to go, other than that, dunno,
pretty much just throwing a handful of darts if you
don't immerse yourself in the sector news and journals.
I probably don't want to mark down companies that will
tend to be the index--no Amgen, no DNA. |
