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Biotech / Medical : Biotech Stock Picking for Charity - 2007
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To: BulbaMan who wrote (28)12/30/2006 11:17:26 AM
From: Mike McFarland  Read Replies (2) of 397
 
A consensus portfolio is already starting to
emerge. In only eight entries so far, I count
these repeats:

arna-7, exel-5, mnta-4, medx-4, acad-3

I hope we see at least twenty entries, this is
still an awfully small set of portfolios. Also,
based on the degree of overlap, I wonder if now
there will be an increasing tendency to lead
toward or away from common stocks. If you had
a hundred entries it would be interesting to
see how they evolve as they trickle in--my
guess is that arna and exel will become less
popular now.
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