While not wanting to rehash any previous discussions, I do want to correct any misperceptions I might have left. While I generally don't invest any substantial amount in any single third-tier biotech, I do own a substantial number of them, and so overall I do have a substantial holding in them. I don't tend to talk about them much though, partly because third tier stocks call for more DD than normal and I generally do less DD than for my bigger holdings - only so much time in the day. Sometimes I am simply piggybacking on some friend's research.
Some of my bigger current holdings in micro-caps: KDUS, KOSN, AMEV, CIPH, DOVP, CIPH, CNCT, POZN, DSCO, ALT
Peter |
