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

To: BulbaMan who wrote (324)	11/24/2007 9:26:39 AM
From: Robohogs	Read Replies (2) \| Respond to of 397

Can any of the longer term players here comment on market performance the year after such awful results for this contest? Jon

To: BulbaMan who wrote (324)	11/25/2007 1:51:11 AM
From: technetium	Respond to of 397

Leading the pack is great, but it feels more like a death march than a victory parade. :-( The FDA seems hard to please these days. Pick a reason. The Vioxx withdrawal was blamed in part on lax oversight. Heavy direct to consumer marketing (TV ads, etc.) prompted people to ask their doctor for brand name drugs they never heard of before and might not need. Lack of leadership at FDA? Mark McClellan tried to streamline the drug approval process and make it more efficient. Some companies might have submitted not-quite-ready for prime time applications as a result. McClellan's departure was followed by years of uncertainty and lack of clear direction. The FDA always faces pressure from both sides -- those who want any drug with a chance to get approval, and those who will cast blame and file lawsuits the moment something goes wrong. Limiting approval to drugs demonstrated to be superior to existing drugs maintains the status quo and avoids risk. However, some drugs work better than others for specific patients, so effective drugs may not reach the market if the FDA demands superiority rather than efficacy.

To: BulbaMan who wrote (324)	11/30/2007 5:03:21 PM
From: BulbaMan	Read Replies (1) \| Respond to of 397

11/30/07 update Along with the overall market, both the Nasdaq Biotech Index and Charity Contest portfolios had good weeks. At Friday's close, the NBI was up 8.51% YTD (vs. up 3.90% YTD a week ago), while the Charity Contest portfolios' median cut its loss to -18.37% YTD (vs. down -21.49% YTD a week ago). Despite the contest median gain, at week's end, just 2 of the 31 Contest portfolios were in the black YTD and only TECHNET's portfolio (up 15.9% YTD) is beating the NBI. My own portfolio (up 6.7% YTD) is TECHNET's closest rival, but there seems little chance I'll catch up with only two weeks to go in the contest. Have a relaxing weekend everyone! Below is the Top Ten list on 11/30/07: 11/30/07 Rank Name Total 1 TECHNET 15,865 2 BULBA 6,675 3 MANNY -386 4 PGONEIL -1,930 5 FILOF -2,267 6 ICEBERG -3,669 7 MOPGCW -4,852 8 RCMAC -6,697 9 WILDER -8,886 10 STEVEL -10,606 (All corrections, especially adjustments for splits, greatly appreciated.)