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Biotech / Medical : Biotech Stock Picking for Charity - 2007
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To: BulbaMan who wrote (361)12/17/2007 2:02:02 AM
From: technetium  Read Replies (2) of 397
 
It might be interesting to post the big winners and losers this year to see what warning signs, if any, might have raised red flags in advance. This year seems to have been marked by a higher than average number of strike outs.

My lead almost disappeared in the last week because RIGL did so well, and because CELG and MEDX took hits near the end, and CVTX took another hit on top of a relatively mild setback it had earlier. IMM has always been a rather thinly traded stock that has price swings for no 'good" reason at any given time.

If I had been able to trade BJGP during the year I could have done much better or much worse on it, as it was caught up by the mania facing most companies doing business in China.

I did think that AFFX would benefit more than it did by winning patent lawsuits against ILMN, but some people think the latter has better machines. Both operate to a degree like Gilette -- they don't sell many of the machines that process the gene chips, but they make a lot of money on razor blades (disposable tests), and you tend to commit to one type of machine or the other for small to medium sized labs. The field of genomics/gene typing/personalized medicine is still in the growth phase, with the "best" technology unknown, and perhaps its real value overstated at the moment, but it isn't going away.

I'll have more to say later -- it's bedtime now.

Cheers.
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