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Biotech / Medical : momo-T/FIF

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From: scaram(o)uche	7/16/2008 2:36:43 PM
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Next poll, anyone can vote and all votes are without weight. Given what you learned about the NOMINATED projects, please pick FIVE companies that would fit in a T/FIF-like portfolio. Emphasis should be on DOWNSIDE PROTECTION in event that your fave big project should fail. Cash and diversification of pipe should be primary considerations. And leverage should be extreme for any larger companies that actually sell stuff (yech!). The idea is to get big pops that can be sustained by strong science. My picks are ARRY, INCY, MDVN, MNTA, and RIGL.

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