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Biotech / Medical : Biotech Stock Picking for Charity - 2005 -- Ignore unavailable to you. Want to Upgrade?

To: JMarcus who wrote (92)	1/5/2005 9:20:18 PM
From: Biotech Jim	Read Replies (1) \| Respond to of 322

Sorry for the delay in getting my 2005 entry in, as Chichen Itza has been on my mind and travel was a bit hectic over the past several days. I really have not had that much time to seek out more novel ideas for the sector, so most of my picks are some long time favorites. In general, I seek companies with solid drug discovery efforts with lots of upside leverage with potential blockbuster compounds or mechanisms under pursuit. AMLN 10K, all about Glp-1 mechanism and spring approval DCGN 10K, its about the genetic databases DOVP 10K, mutliple development programs that could hit big ELN 20K, its all about Tysabri for now INCY 20K, interesting programs and experienced management OSCI 10K, Factive and Ramoplanin REGN 10K, the trap technology, and son of axokine returns SGEN 10K, clinical programs move forward I have yet to determine my charity for 2005, and as I looked back on 2004 that was a whimsical choice. From the egregious viewpoint that this may matter, I want to give it more thought <lol>. I pledge $250 to the charity of the winner. Biotech Jim

To: JMarcus who wrote (92)	1/6/2005 2:24:56 AM
From: JMarcus	Read Replies (3) \| Respond to of 322

Set forth below are the updated and corrected totals (including the portfolios of Biotech Jim and Jorgen). The complete spreadsheet (too large to be set forth here) displays each contestant's handle along the horizontal axis and the stocks along the vertical axis. The cells record (in multiples of $1,000) the portion of each contestant's portfolio allocated to each stock. The offer is still open -- PM me your email address if you'd like a copy. The advantage of having the spreadsheet is that you can delete any contestant's portfolio that you'd just as soon ignore and have the totals recalculated based upon the portfolios that you elect to retain. Stock Total CTIC 157.6 COR 141.11 ARQL 134.5 ELN 87.7 CRIS 72.61 OSCI 72.41 INCY 71.11 MLNM 60 TELK 59 DSCO 57.81 GTCB 55 MOGN 54 KDUS.OB 53 ACAD 50 SEPR 50 MEDX 46.11 AXYX 41 ARIA 40.4 GLFD 40 GNVC 40 RGEN 38 ALXN 37.5 DCGN 37.5 MYGN 35 TTP 35 EXEL 34 STEM 32 KOSN 31.61 PDLI 31.11 AMLN 30 CYTK 30 AFFX 28 ALNY 25.5 CRXL 25.5 CVTX 25 INGN 25 PCOP 25 NUVO 24 NABI 21.11 CHIR 20.5 ADLR 20 BJCT 20 ENCY 20 GLGC 20 IDEV 20 LGND 20 MUCL 20 NKTR 20 PGLAF 20 PPHM 20 PTIE 20 PTN 20 SGEN 20 VPHM 20 NPSP 19.1 CMN 19 MSHL 19 ONXX 17.5 MICU 17 CBST 16.5 NTII 16.5 SLXP 15.5 AVM 15 BIO.L 15 ICOS 15 XNVA 15 ALKS 14 BIIB 13 GNTA 13 AVGN 12.5 CTRX 12.5 GENR 12.5 IDBE 12.5 MEDI 12.2 CELG 11.9 AEGN 10 AGEN 10 ALTH 10 AOM.TO 10 ARNA 10 BLSI 10 BMRN 10 CIPH 10 CORT 10 CRGN 10 DOVP 10 DPII 10 DRRX 10 DYAX 10 GERN 10 ICCC 10 IDIX 10 IMGN 10 ITMN 10 KOSN 10 KOSP 10 NRGN 10 NSTK 10 ORPH 10 POTP 10 RIGL 10 VASC 10 ABI 8 CRA 8 ENMD 8 GENZ 8 HGSI 8 IVGN 8 NVS 8 PLRS 8 SRA 8 VRTX 8 CRXA 7.5 GNSC 7.5 UTHR 7.5 ABGX 5 AMGN 5 CGPI 5 dndn 5 GLGSD 5 LEXG 5 MNTA 5 NBIX 5 RITA 4 NVD 2