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Biotech / Medical : Biotech Stock Picking for Charity - 2005

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From: FiloF1/3/2005 1:14:42 PM
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Since I will be contributing again this year, I figured I may as well throw my picks into the ring:

Roughly equal allocations (to follow later):

ARIA
CELG (hoping to see a squeeze on some of Feuerstein's shorting buddies?)
COR
CTIC
DSCO
ELN (not too many picked them this year so it seems worth a try; still think it has room to move if Tysrabi sales start booming towards the end of the year)
OSCI
MEDI (for some reason, I can't let this one go but I probably should)
NPSP (JP Morgan calls this one a atock to avoid; problems are known but if they ever partner, it may see some action)
STEM (not that I expect big news but it is a hot stock in high-profile area)

Was tempted to remove a few of the above given their popularity in the contest but decided to keep 'em since I did not have any brighter ideas. Also wanted to add ARQL given the recent strength but that would be cheating...

My charity is the Jimmy Fund (Dana Farber Cancer Center).
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