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 : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (8867)	7/28/2003 2:35:23 PM
From: Biomaven	Read Replies (2) \| Respond to of 52153

Time for an update on what I've been doing in my own portfolio. Over the last month or two I've added significantly to AMEV and REGN, and taken a little off the table in GILD and a substantial portion of IGEN. (Of course the latter proved to be a mistake, redeemed only by a re-purchase in the recent dip to the mid-20's). I've also done a bit of selling in some of my smaller holdings. Generally I've sat put in most of my holdings. Most of my relative holding changes have come from stock price changes - fortunately mostly to the upside of late. Here's my current top holdings list: SEPR GILD (a distant second) MOGN (now near to challenging GILD) NBIX AMEV (challenging NBIX) KDUS FRX (the only real disappointment of late) REGN CELG IGEN LGND KOSN (reduced some) CBST DOVP OSIP CNCT POZN TKTX DSCO KOSP CVTX TLRK FWIW, Peter