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Biotech / Medical : Biotech Stock Picking for Charity - 2006
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To: John McCarthy who wrote (10)12/29/2005 9:44:46 AM
From: Jack@SI  Read Replies (1) of 592
 
I'm in again. $100 to the winner's charity. Spent more time with this year's picks so I hope it shows in year end performance. I also think companies with products or late stage candidates is the way to go. Own all but ALXN.
ACAD - 10% Will go with Rick on this one. Early with a recent setback but new drugs look promising.
ALXN - 10% Late stage PIII drug that looks approvable. We shall see.
COR - 10% I have been a COR holder for years but reduced my percentage to 10% for this year's contest and will reduce it in my own portfolio if a BP deal isn't inked soon.
DSCO - 10% Approved product with some manufacturing glitches. Expect this stock to rise as everything gets put into place.
DVAX - 10% Interesting pipeline lead by a hepatitis B vaccine in PIII trials. Beaten back recently and looking for a rebound.
ENCY - 10% Also taken a beating recently but has a marketable drug and again looking for a rebound.
NPSP 10% PIII candidate and broad pipeline with cash and a reasonable market cap.
NTII - 10% Viprinex from snake venom for dissolving clots. This is one that could bite back, but I'll take a flyer.
NUVO - 10% One of my choices from last year. Alfimeprase for dissolving clots in PIII trials and other promising candidates.
PTIE - 10% Remoxy is a winner and a new Oxytrex PIII will succeed. Nothing but up.

I avoided disaster in RIGL last year and was tempted at these lower levels but decided there is no rush. Also like CGPI and have NRMX on my watch list.

Jack (jackelmq)
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