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: bob Cyran	12/30/2005 12:23:47 PM
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I pledge $100 for the winning portfolio. My charity will be Books for Africa again. BTW- sent out last year's donation this morning - congrats rick! My portfolio with 10% of each and reasoning: BMRN (street underestimating peak sales?) NPSP (same) NKTR (every American will be obese within 10 yrs) GPCB (smart management) AMGN (Don't think biogenerics are coming) DVSA (cool technology, new mngmt) MDCO (seems like they are hiring lots of people in NJ) NABI (value play?) CRGN (same) For what it's worth, I don't think it's going to be a good year in biotech. I haven't seem a "Can biotech survive?" of "The death of biotech" story in a few years. (but given choice between easy cash for companies to develop new drugs for patients vs good investing opportunities... it's a pretty easy choice - especially for those of us not allowed to invest in the sector!) NB- as this board seems to be a Bob-fest, I designate myself Mr. McKnuckles

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