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Biotech / Medical : Biotech Stock Picking for Charity - 2007 -- Ignore unavailable to you. Want to Upgrade?

To: Jack@SI who wrote (37)	12/30/2006 1:53:08 PM
From: Mike McFarland	Respond to of 397

Ah, falling in love... I think the answer is selecting a basket of 'leveraged' biotechs (pretty sure I heard that somewhere--more than once <g>). But I'm often dragged down by pet stocks too. .................. fwiw, I don't think I have seen Renovis, RNVS. It has been mentioned as a January effect stock here: Subject 56901 and seen here: Message 23137448 I don't know if leverage has anything to do with that one, but it is something that has been beaten up and trades for book or less. Speaking of attachment and such... I see Anadys only once in the contest so far, ANDS--I owned that and intended to keep it through the year ahead but sold after a gain. But now that I see BVF buying it I sorta wish I still owned it. I actually feel guilt when I sell a biotech--that cannot be compatible with skillful investing, and certainly not with stock trading.

To: Jack@SI who wrote (37)	12/31/2006 3:39:05 PM
From: Jack@SI	Respond to of 397

Here are some explanations for my recent picks: ADLR - Over $4.00 cash per share and safety data due this Spring that I expect will be favorable. COR - A make or break year for this old favorite. Needs money but recent delays are not failures and pps is at all time lows. DVAX - Making good progress and expect positive data on Tolamba this Spring. MNTA - Everyone's favorite. NTII - Low price makes NTII interesting again. DSMB has not stopped trials for safety concerns so far. NURO - Reimbursement issues don't warrant the big drop in pps. I expect a rebound. OPXA - A tiny market cap and great leverage if early trials progress favorably. POSS - A local biotech on the move. PTIE - I expect more progress on its pain portfolio this year. Has a great cash position. SOMX - Another sleep drug but comments by others on SI makes me think this one has promise. I looked at DSCO and ENCY again but was turned off by arrogant CEOs. Hard not to like ARNA, EXEL and MEDX but large caps kept me away. AD companies look promising so I will be watching NRMX and MYGN this year. Jack