Hi, this is Biomaven checking in from S.A., using Tuck's account for some arcane reason of connectivity; it was free and I don't know why. Anyhow, I've narrowed it down to two: PBE and BBH.
Oh right, they're not really stocks, umm OK . . .
To avoid redundancy -- I own ARNA and PDLI, and have added to both recently (also too far into MNTA, and Mom owns some ACAD) -- I'll go with EXEL and IDIX. Neither my Mom or I own those, and they have been beaten up with all the rest. CYTK also looks pretty cheap. Trickle pick is IVGN. But what I actually bought calls in towards the close on Friday? Is it really a biotech anymore, or a pharma . . . AMGN. I own a core position, but that was a near term trade, so maybe doesn't count (been trading AMGN calls a lot lately; I seem to have some feel for it -- though averaging in is sometimes required -- and you can't beat the liquidity (need to unload 80 calls in a minute at one price? AMGN is one of the few "biotechs" in which you can do this). Was there supposed to be a certain holding period for these picks?
Cheers, Biomaven |
