Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : A biotech stock picking contest for 2000 -- Ignore unavailable to you. Want to Upgrade?

To: Mike McFarland who wrote (1)	1/2/2000 2:17:00 PM
From: Arthur Radley	Read Replies (1) \| Respond to of 54

Mike, My selections for the contest are: ALLP, BONZ, LGND, IMGN, NABI, TTP, USON, GNLB,XOMA, and SDIX. Probably at the end of the year they will send the "white coat with straps people" to look for me as I own shares in these biotechs/medical companies.

To: Mike McFarland who wrote (1)	1/4/2000 12:30:00 AM
From: RCMac	Read Replies (2) \| Respond to of 54

I'll play, too. Pledge $500. “My charity” is the University of Michigan Comprehensive Cancer Center. My picks, with some reasons stated without the appropriate subtlety, nuance, or trepidation: GLIA (20%) (big recovery as Adcon-L sales return and ramp up, the other Adcons make clinical progress, and maybe GLIA announces partnership(s) for 2331 and/or Adcon-A) INCY (15%) (market will notice that INCY leads the pack in the usefulness of its databases and software, in the value of its genomic IP and (possibly more important and less controversial than its patents) its contract rights to royalties for drugs developed from its IP and reagents; and maybe the market will learn to think of it more like MLNM) NBIX (15%) (still lots of room to run – two huge blockbuster candidates looking very good in phase II [CRF receptors/anxiety/etc. and GABA receptor/insomnia program], the second of these unpartnered, plus several other kickers; large institutional accumulation recently) BTRN (10%) (rights to commercial output of the best transplant medicine lab in the world, huge potential, probably closer to realization in 2000 as MEDI [we hope] moves 507 along) SEPR (10%) (huge pipeline, many possibilities for huge royalty streams; SEPR to start its levitation to reflect possible $10-12-15/share in 2003, half again that much in 2004, and again in 2005, with multiples reflecting 40-50-70% year-over-year gains) TTP (10%) (mainly for Zomaril, see posts 521-526 on “Paranoid . . . TTP” thread, starting at Message 11928092 , including MZ's splash of cold water rejoinder (#526); possible [probably long-shots] additional spice of partnership announcements re CeaVac – cancer vaccine and/or Ppheramine/Parkinson's programs) CORR (10%) (Integrelin becoming anti-clotting drug of choice in ER, over its competition, Merck's Aggrastat and Centocor's ReoPro; clinical progress for chromafiban [oral form of anti-clotting agent – Integrelin is injectible]; possible munchee) CLTR (5%) (should finally get BLA accepted, with Bexxar approval by year-end) REGN (5%)(I'll let MZ explain this one: Message 12260791 and several posts following, and Message 12403884 ) Mike, you didn't say what rules you wanted to follow. TexasDude-style, 10 picks of equal weight; assigning weightings as Miljenko did; or whatever. If you want to do TD rules, disregard these weightings and treat these as ten equal picks. (These weightings are not my own portfolio's weightings, in any event – I'm much heavier in SEPR than this, for example.) --RCM

To: Mike McFarland who wrote (1)	1/18/2000 11:24:00 PM
From: jnothpilot	Read Replies (1) \| Respond to of 54

CONTEST ENTRY FOR JOHNTHEPILOT MY PICKS ARE ALLP, AMLN, AVAN, CEGE, IMNR, IMMU, RDOC, IMCL, XOMA, AND GENE. IF I WIN MY CHARITY IS THE CARMELITE MONASTERY (HOPE SPELLING RIGHT) IN SEATTLE WA. THOSE NUNS IN THERE ARE SURE TO HELP ME WIN. IF I LOSE I PLEDGE $500.00 TO THE GUY'S (MALE AND FEMALE GENDER INCLUDED) CHARITY THAT WINS. HECK OF AN IDEA MIKE. THE LEAST WE CAN DO IS SHARE SOME OF OUR PROFITS WITH PEOPLE IN NEED. SINCE WE ARE WORRYING ABOUT SOMEONE ELSE TOO WE MAY DO A BETTER JOB WITH OUR STOCK TRADING. JNOTHPILOT

To: Mike McFarland who wrote (1)	6/15/2000 11:55:00 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 54

Obviously we have all done some trading this year, and our returns are probably somewhat better than buy and hold. Just for fun I will refresh my biotech "favorites" list--and fwiw, I own many of these. AXPH CIST.OB CNSI.OB CRXA ELN GENXY GLIA (wife) GZMO KDUS.OB NPSP NRGN ORCH PGNX SGMO SNAP TGEN TLRK TRGNY VPHM Obviously no theme here, and I do flip between things and churn too much--so I lose one now and then. I lost Corixa somehow, must have needed the cash for a trade, rats--that is one I should have held for the PVAC after I saw those psoriasis slides. I also sacrificed Genzyme rather quickly for more third tier stuff. Looking at Transgene, don't own any. Orchid profits went to buy back Axys this past week-- I'd traded away that one entirely back during the genomics run up. Cistron turned out to be a roach motel, but my cost is 1/4 so still waiting for Celltech. Doubled down these past couple weeks in Synaptic. A few trades outside of biotech too, but nevermind about those. Sorry the thread died and that I have not kept track of folks gains. Bad Karma anyway when biotech, even after the correction, has done so well for many of us. My pledge to OCD higher obviously now, but no need to post numbers. We can all settle up on our own at the end of the year unless somebody speaks up to claim the win. Or unless I get ambitious and track down the various splits and such.