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

To: Rocky9 who wrote (109)	1/13/2008 2:19:58 AM
From: Robohogs	Read Replies (1) \| Respond to of 322

Heck, I own your 3 biggest winners too but with me they don't help as they are 20% of the total (2 underweightings in the group and one regular weighting also) vs. 60% for you! And I had to add MNTA and ARNA. On SEPR, I suspect a settlement may be coming soon on Xop with the generics - if not, stock could drop to high teens if an at risk launch is tried in next few months. And oh yeah, I also have modest real-life exposure to NBIX (puts sold), SEPR (stock owned and puts sold) and VPHM (puts sold). I was about to massively increase exposure to SEPR but decided to wait for old exposure to expire Friday. Wrong mistake as Yogi said. Jon