Biotech Stock Picking for Charity - 2006 Message Board

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Biotech / Medical : Biotech Stock Picking for Charity - 2006

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From: Arthur Radley	12/22/2005 12:38:30 PM
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It appears the only way I will ever lead this yearly contest is by posting my portfolio first..so the following will be nine of the ten stocks that I plan to enter. Based on last year's dismal performance for most of us and the fact that many had a large number of small-caps in their respective portfolios, I'm going to use a strategy that proved to be a winner for the large cap biotechs in 2005. For the year, the Biotech Index of large cap companies showed a fantastic gain, so I will hold and do hold some of the big boys hoping lightning will strike two years in a row. I will also hold several small caps that IMO will be taken over in the coming year as big pharma has to resupply their pipelines. Also, I will only hold( one exception) companies with advanced trial drugs...IMO Wall Street will continue to ignore early stage pipelines. So here is my list with one more planned for final entries..will add allocations at the end of year. 1)AMGN 2)AGN 3)NKTR 4)NUVO 5)SNMX 6)COLY 7)DSCO 8)CRIS 9)SNUS (I'm holding one slot for the stock that is represented in the largest number of portfolios.) Yeah! I'm number 1...today! (:>)

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