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Strategies & Market Trends : Picks of the quarter -- Ignore unavailable to you. Want to Upgrade?

To: Jatin Kadakia who wrote (1295)	9/2/2006 7:58:36 PM
From: Mike McFarland	Respond to of 20435

Good point, better to focus on the stocks. Casaubon wrote "an exercise in generating company specific investment ideas". I don't care about the trades so much, and here is my rundown of the five stocks I entered. sold TGEN--gene therapy is in the news again, but I am concerned that TGEN ought to have done a financing over the summer and seems increasingly risky as their cash runs out. sold TRPS--should not have put it in the contest, low on cash, will be bought out cheap. GLGC--is rebounding, a nice story stock about repositioning drugs. I could see this get bought out by Celera and you have a nice 50% gain. KOSN--one company with HSP90 inhibitor program was bought outright, others seems to be doing well. "natural products chemistry". Has new management team, would like to see them combine with a private company, I picked Nereus fwiw. Main concern is that their hsp90 inhibitor has side effects that the next gen drugs wont, but they're farther along in the clinic than all the others. DPII--will convert to INFI on September 13th and will likely be reverse split 3 for 1. Also an HSP90 stock, great management and doing well so far as the Infinity side of the equation starts delivering even before the stock converts. One of the scientific advisors (Schreiber) appears in this story: harvardmagazine.com