Biotech Stock Picking for Charity - 2007 Message Board

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Biotech / Medical : Biotech Stock Picking for Charity - 2007

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From: Icebrg	6/9/2007 3:33:32 AM
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Having taken over the second position for a week, I must confess, that the performance of this year's portfolio is completely COR-related. Of the gain totalling 26.795 an amount of USD 26.613 can be allocated to Cortex. The results from my other nine selections is consequently very flatish. My second 20%-allocation MEDX hasn't done so well, as I had hoped for and is just about to regain foothold in positive territory. But with a couple of BLAs expected before the end of the year (MDX-010 and CNTO 1275) there is still something to hope for, as far as the horizon is concerned. The two main losers in the portfolio are CTIC (why did I pick them?) and Sepracor, which together have lost me close to 5.000 USD. The only positive thing about CTIC is that there is only another 2.500 USD left to lose on that selection. Erik

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