Tomorrow's Barron's has an article (uploaded under BIOTECH BOOM?)
on undervalued Biotechs. Biotechs mentioned are CORR, AMLN, CYTL,
NPSP, VICL, SUGN, RZYM, LGND, ISIP, HGSI, SQNA, and CHIR. Michael
Murphy of California Technology Stock Letter is doing the recommending.
He indicates the sector has underperformed for the year and Biotechs
are just beginning a 30 year cycle. He predicts that Biotechs will
provide the means for reducing health care costs. Recently Michael
Murphy participated in a live chat session sponsored by Worth
(transcript uploaded under LIGAND BREAKOUT). His #1 long term
Biotech pick was LGND (they are cited as a leader in signal transduction
in the Barron's article). The article can also be found at
barrons.com. Many articles on LGND can be found
at worth.com (including live chat transcripts with Michael
Murphy of CTSL and Jim McCamant of Medical Technology Stock Letter -
both love LGND). |
