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Biotech / Medical : Biotech Stock Picking for Charity - 2006
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To: FiloF who wrote (204)1/5/2006 3:05:28 PM
From: Mike McFarland  Read Replies (1) of 592
 
No skill, that is good to know.
But at least it is still fun to
play.

Now is it true what Rick and others
have said that the valuation gap between,
say, first tier and third tier biotechs
is large this year.

If you screened for cheap small biotechs,
then ran them through the biotech guru
filter to snag some of the big risk huge
reward molecules--would you then have a
good portfolio? Or does Wall Street pay
a premium for all molecules.

I am just throwing this out there for
criticism. I specifically avoid companies
that talk about their molecules. Most of
my picks this year don't even have any.
Is there any glimmer of a viable strategy
in there. My guess of course is that the
hedge fund/VC money is right where you want
to be. I think I have a chance in the contest
if half of my companies simply become symbols
for other's IPOs. And no drugs fail, becuase,
most of my companies have no drugs yet.

We will see if I can scrape out something
better than a 4% return out of my eight
picks this year, ha!
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