I am going to set ACGT-AG to a starting
cost of $10k for each stock--the starting
value will be 70 grand.
I tossed out Luminex for the moment and
put in Genome Therapeutics. I own some
shares in each of these microcaps, but
I wont name it Mike's Microcap Madness,
we did that once--and it was enormously
profitable. But these days, I've have
little expectation for the shares
I think it is pretty likely that there
will be very little news flow this year,
and then a few of these companies will
just suddenly get bought out on the cheap
by deep pocketed megacap pharmas. Kinda
like Merck and Rosetta, but cheaper of
course, worse than Serono with Genset.
fwiw, Lynx and Essential look the most
interesting to me, so they'll probably
tank in this shitty market. I hope they
survive. There is always hope.
Of course, I'm a meteorologist, not a biotechie
guy. So don't try this at home, blah blah blah! |
