>> If it were up
to me, I'd sell Rigel, Onyx, Cadus, Elan,
Sepracor, Neurocrine, Genaissance and perhaps
more. <<
Didn't know we had any RIGL, ONXX or GNSC.
:-)
I wouldn't sell RIGL at this cap. The HCV program is respected, and I'm beginning to think that rhinitis might have a chance. Burn is very high, cash not far from being a worry. Don't own any, and will defer to others.
ONXX.... yes, maybe keep a couple hundred shares and sell the remainder??
SEPR... keep it, IMO.
GNSC.... don't have a clue what they're doing these days. Looking at the portfolio, I am stunned to see that it's up from where we purchased it. No opinion.
KDUS, ELN, NBIX.... already commented. Hopefully others will chime in. |
