Biotech Stock Picking - 2003 Message Board

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Biotech / Medical : Biotech Stock Picking - 2003

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To: John Metcalf who wrote (305)	11/8/2003 8:13:00 AM
From: Icebrg	Read Replies (2) of 383

John Mike is no problem for the time being, but tuck is. He somehow managed to squeeze past me over the last couple of weeks. And Jörgen Jensen is not far behind. The main differentiating factors in my portfolio compared to most others were two small caps (i.e COR and SPPI) who did very well. They have run out of steam now and it is doubtful if they will be able to carry the portfolio much further this year. I had counted on Alexion to be able to provide additional lifting capacity at this point, but I don't think so any more. They are supposed to expose their wares at AHA coming Monday. CC has been announced, but somehow I doubt they will be able to say much more than: "Now we have another idea which ties in neatly with the primary endpoints, we have had a habit of missing, but we will have to run at least another trial to prove our point". In addition I feel that the pipeline MEDX has been building up over the last couple of years is not getting the respect it deserves, but it is doubtful if that company will be recognized as promising already this year. Erik

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