Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : 2008 Biotech Stock Picking for Charity -- Ignore unavailable to you. Want to Upgrade?

To: BulbaMan who wrote (2)	12/25/2007 11:22:07 PM
From: biofisher	Read Replies (1) \| Respond to of 322

I'm joining mopgcw in the fabled "remote location". Not clear if we are using " "when submitted" or 12/31 prices. Anyway here is my list with Christmas prices: ARNA 10% $8.23 BCRX 10 6.09 COR 10 0.51 CRME 10 8.99 CYTK 10 5.49 DSCO 10 2.46 GNVC 7.5 1.59 GTXI 7.5 15.23 MEDX 7.5 10.96 REGN 7.5 24.29 SPPI 10 3.00 My picks are mostly the same as last year (except for the lower prices). Pledge is $100.00 and my charity is the Greater Cincinnati Red Cross. Best to all for the New Year!! Biofisher

To: BulbaMan who wrote (2)	12/31/2007 4:19:23 PM
From: Arthur Radley	Respond to of 322

Bulba...Here is my list for 2008. There are a few changes from the original list I submitted several days ago, so hope this doesn't require any additional work on your part. My charity for 2008 is Habitat for the Humanities..$200. ACOR 10% 21.96 ALXA 10% 8.09 ATEC 10% 5.04 DRRX 10% 6.43 DSCO 10% 2.15 ENZN 10% 9.53 IDEV 10% 6.95 ISPH 10% 5.98 KERX 10% 8.40 XOMA 10% 3.39 Good luck to all...in 2008!

To: BulbaMan who wrote (2)	12/31/2007 5:42:16 PM
From: pgo-neil	Respond to of 322

Hi Bulba, Thank you for the value added weeklies last year. It was helpful to me and I thought provided good discussion stimulus. This year looks a lot like last year. Some companies that are already selling products and getting close to a profitable era. They didn't quite make it last year, so the odds have improved this year. :-) Others have some binary events looming that I tell myself are more likely than not. :-) :-( AMLN 10 37.00 BIIB 10 56.92 CRGN 5 0.92 CRXL 5 16.54 DNDN 10 6.22 ELN 15 21.98 EXEL 5 8.63 GNVC 5 1.47 INSM 5 0.825 JAZZ 5 14.70 MATK 10 29.58 NFLD 5 1.04 SEPR 10 26.25 I cannot remember a time in a paper portfolio or in real life when I had so many [potential] penny stocks. I wonder what this really means? I believe it is reflective of the broad market worries over credit quality and access to capital for money-losing biotechs. So if they have successful milestones that should translate into better prices. AMLN, BIIB, CRXL, ELN, MATK, and SEPR have the opportunity to grow revenues through organic growth or rolling up some smaller fish. Any except possibly ELN could be swallowed whole by a bigger fish. SEPR was a last minute addition brought about with the prospect of leadership change. DNDN and NFLD both have FDA events of the highly uncertain variety. I think that NFLD can deliver an Application for PolyHeme and have it accepted. Approved? Don't know. JAZZ has an Approval and and an Approvable in the last week. There is a modest pipeline. EXEL has a lot of potential with its trials, partnerships, and IP in the vault. I hope they kept none of David Robinson's habits. :-( :-) CRGN, GNVC, and INSM are more akin to selecting black at the roulette table. Each has some strengths and possible value. Each has a real problem [can they get to a successful milestone and raise cash before going bust]. I will say, I don't understand what CRGN's problem really is and for this reason nearly took it off, but the ratios are compelling. This would not be the first time I was seduced by the numbers. My charity is Engineers Without Borders [$150], they "partner with developing communities to improve their quality of life through the implementation of environmentally sustainable, economically sustainable, and equitable engineering projects, while developing internationally responsible engineers and engineering students." Many of their projects are important in raising the level of public health in their partner communities. ewb-usa.org Best, graham

To: BulbaMan who wrote (2)	1/1/2008 7:51:38 PM
From: Casaubon	Read Replies (1) \| Respond to of 322

I'll play and pledge $200.00 again, though I don't have time to put much thought into my portfolio, unfortunately. ITMN 20% 13.33 VRTX 20% 23.23 ISIS 20% 15.75 HGSI 20% 10.44 TEVA 20% 46.48

To: BulbaMan who wrote (2)	1/2/2008 7:49:35 AM
From: Biotech Jim	Respond to of 322

Here are my 2008 picks: ACAD 10% $11.97 ARRY 10% $8.42 DSCO 15% $2.15 INCY 15% $10.05 MEDX 15% $10.42 NTEC 15% $1.07 OREX 10% $14.25 SEPR 10% $26.25 I hold all of the above, in different proportions, in real life. $200 pledge to the winner's charity. Biotech Jim

To: BulbaMan who wrote (2)	1/2/2008 8:20:32 PM
From: Casaubon	Read Replies (2) \| Respond to of 322

ITMN 13.33 VRTX 23.33 ISIS 15.75 HGSI 10.44 TEVA 46.48 BIIB 56.92 CELG 46.21 gild 46.01 equal dollars of each EDIT I don't know why I can't keep the formating. Sorry.