Having slogged back from the slopes this weekend, I'll give bio kruncher cheer by coming in with my picks later than he.
Other notes: made my donation of $150 to the J F Kapnek Fund on 12/30--congratulations, Rick, keep up the good work. And now that I'm entirely off topic on this thread, my humble picks, hoping not to pick up where I left off last year:
Stock 12/31/05 price #Shares $Amount
ACAD $9.85 1,000 $9,850
EXEL $9.36 1,000 $9,360
COR $2.28 4,000 $9,120
ISA.T $1.68 5,000 $8,400
DSCO $6.68 1,478 $9,873
CRIS $3.56 3,000 $10,680
DVAX $4.21 2,500 $10,525
POZN $9.59 1,000 $9,590
ALXN $20.25 500 $10,125
MEDX $13.85 900 $12,477
Non-informed, non-scientific, non-stockpicker's notes:
ACAD--ready to spring with good news
EXEL--pipe is undervalued
COR--have owned forever and has done nothing--ampakines must have some value
ISA--I have owned a bunch and had forgotten about it until I saw Nigel's entry--so it's in; continued efficacy over time probably not enough to move the pps, and director resignations are a puzzle; + the scandal with the clinic
DSCO--owned that for a while, in 2005, hopefully surfaxin takes wing
CRIS--doggie in my portfolio, but cheap and chart looking up
dvax--because of the Jims, not the Bobs
POZN--owned that once, and it's this year's pop pick (a la CTIC last year)
ALXN--seems conservative here, I own it, and it's weird that pexelizumab failure didn't whack it more and that eculizumab apparently accounted for 2/3 of the valuation pre clinical crash.
MEDX--had my eye on forever, it's time |
