Biotech Valuation Message Board

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Biotech / Medical : Biotech Valuation

CRSP 53.97

-2.0%

3:59 PM EST

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To: Tomato who wrote (10721)	2/29/2004 6:11:55 PM
From: Biomaven	Read Replies (3) of 52153

changes from the last Biomaven portfolio update? A fair number - I've been somewhat more active than usual. The list now looks like: SEPR (big gap) LLY (via AMEV but I'm holding for now - looks to me like the best of the pharma currently) (gap) MOGN (big gap) ELN (partly offset by a short of BIIB - the Antegren play) KDUS INCY FRX KOSN LGND DSCO NBIX GENE POZN TELK REGN ONXX GILD (back again) KOSP CGPI CTIC SLXP I've trimmed some across the board (except for SEPR and AMEV/LLY). IGEN went in the merger as did ESPR. CELG, MLNM and CIPH got sold altogether, CBST got sharply reduced (but not by enough as it turned out). NBIX, FRX, REGN all got trimmed back some, MOGN also got trimmed, but by less. I still hold other stocks (like DOVP) that were on the last list - they've just dropped out of the top holdings mostly because of price moves or moderate trimming. I'm also more hedged than I used to be - mostly against the broader market in one form or another. All FWIW. Peter

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