That is a good looking portfolio, I am going
to struggle to beat it.
Equal measure of Novartis, ABI, Affx, IVGN,
Biogen, Chiron, Serono, Genzyme, Celera, and
HGSI. 8% each. The rest goes to Gene Logic,
GLGC, at 20%.
My only microcap this year trades for about cash,
so seems a reasonable speculation for somebody
who has little time to follow the biotechs.
I have a full position in it, and it is my
only stock. Having casually followed the
pharmacogenomics story these past five years,
the glgc/mlnm program, it used to be called
"Horizon" sounds like a good idea. Whether it
can do something besides burn lots of cash remains
to be seen, but what the heck. In a market that
sends scam stocks flying, something that is not
nonsense and is essentially free to buy, might
very well do okay.
My charity this year will be Doctors without Borders,
and since I will be winning this time, will send my
check in January. Of course I will send an additional
check next December when somebody edges me out the
last trading day of the year. <g>.
Good luck everybody. I sent this years check to
Meals on Wheels out today. I can be found on the
Yahoo glgc board and the Thread of Life here on SI,
fwiw. |
