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Biotech / Medical : Biotech Stock Picking for Charity - 2006 -- Ignore unavailable to you. Want to Upgrade?


To: Mike McFarland who wrote (260)1/9/2006 1:24:19 AM
From: Mike McFarland  Respond to of 592
 
One more singletonesque--John, 4 picks
which make up 40% of his portfolio and
not shared by any other portfolio.
I'll go out on a limb and say that one
of the 'magnificent seven' wins this year.

Did anybody use the spreadsheet to find
out exactly who has the most independent
portfolio? You have to consider the weightings,
and I am not going to do it.

Instead, I am going to use the time to
blow this graphic up huge...and then throw
some darts at it.
venturefund.novartis.com

Actually, most of those are still private, but
it is certainly amusing to see all the new names.
I especially like "Novation" and "Avalon".
Other names sound just awful. "Biofisica" and "Isotis"
sound like diseases. Heh, "Zeptosens"--for some reason
nano, pico, femto, zepto (?) jumps into my head.