Here are some other funds:
FBDIX FBIOX HQH HQL JAGLX, have no opinion
on Murphy or his fund, but felt compelled to
post anyway:
I think it is not so hard to beat these guys,
but we will see--here is my list, and I will
post a couple other lists that I keep an eye on.
If the biotech enthusiasts here on SI find the
thread, it would be nice for them to list their
current holdings as well.
Mike's nano-cap biotech lotto:
ARIA ARIAW CNSI CTII MAGN NTII SIBI VLTS
that should be most of the stuff I have
right now. I am only up ~20% for the year at the moment,
and posting that will surely punish me now.
Anyway, here is what I have down for Jim McCamant
--I don't think he is particularly well regarded
by the biotech gurus here on SI, as you may know,
but he is one of the few people out there pounding
the table for biotech, so I certainly keep an eye
on his picks, though I don't subscribe to his newsletter.
CEPH CORR GENZ ICOS IMCL IMGN ISIP LGND ONXX OSIP,
frankly, if I ran his fund, I'd sell ICOS right now
and double up on Ceph.
Good luck with your thread, I'll be lurking. |
