Thanks, but we were out at $37, and it didn't quite hit my buy target last year. Still a success, but by no means our biggest. That would have been Applied Molecular Evolution (AMEV), the key to my one big win in the charity contest in '03. $4 to $18 in less than a year. I don't know that Lilly ever got anything useful out of that purchase, either, so I still feel kind of lucky about that one. INCY has gone farther, but took a lot more time. OTOH, it's been a ten bagger.
As for NPS, well, one less biotech to follow, but since it was to some extent a neuro-bio . . .
I was looking at the link to Jason Napodano's '15 picks. They are all neuro-bio! I didn't realize he had that focus.
We've been so focused on immuno-oncology lately, could this be a new hot subsector?
Cheers, Tuck |
