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Biotech / Medical : Biotech Stock Picking for Charity - 2006

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From: pgo-neil1/1/2006 6:02:53 PM
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New to the contest, but not to reading with interest all the valuable contributors. My charity is Engineers Without Borders, they "partner with developing communities to improve their quality of life through the implementation of environmentally sustainable, economically sustainable, and equitable engineering projects, while developing internationally responsible engineers and engineering students." Many of their projects are important in raising the level of public health in their partner communities. ewb-usa.org

Symb Price Shares Cost Per Cent
ABGX 21.49 232.67 5,000 5%
CATG 12.011 416.29 5,000 5%
COR 2.28 2,192.98 5,000 5%
DCGN 8.26 1,210.65 10,000 10%
DNDN 5.42 2,767.53 15,000 15%
DOVP 14.68 681.20 10,000 10%
ELN 13.93 1,076.81 15,000 15%
ENCY 7.89 633.71 5,000 5%
MYGN 20.8 240.38 5,000 5%
NPSP 11.84 844.59 10,000 10%
POTP 3.45 1,449.28 5,000 5%
RIGL 8.36 1,196.17 10,000 10%
100,000 100%

ABGX may yet get a higher bid... If not the 4+% gain on the munch is certainly positive.

COR, DNDN [surprised at imbalance of TELK preference to DNDN in this contest], ENCY, NPSP and POTP have potentially transforming events this year. If successful, the buy pressure should overshadow [at least til 2007], the demand for profits which will probably drive the price down.

CATG except for Profit is a value stock based on P/S, and P/Book.

DCGN building business and data, own drug in trials, and about 3 years of cash.

DOVP broad reach, partnerships, cash from Indiplon.

ELN; Ty coming back with strong patient demand. Surprises abound... Hopefully positive in drug delivery, Parkinsons, and Alzheimers.

MYGN lots of possibilities; predictive medicine expansion, MPC, Flurbi. Even with Mr. Promison at the helm, LGND(E).pk/ob still had some good years. I think MYGN has a better shot.

RIGL still has a lot of opportunities and enough cash for 2 years

Some also-rans that didn't make it...

Thought about CRGN at 3.08 for $4.18 cash. But I don't have any insight into what could happen.
GNVC; TNFerade in pancreatic cancer. A lottery ticket.
LEXG; other than profitability, looks like value. Two years cash.

Best,
graham
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