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

To: Taro who wrote (5708)	4/18/2008 11:57:04 AM
From: Mike McFarland	Respond to of 20435

You have hit the nail on the head. I love the industry, but it is mindbogglingly difficult to follow so many stocks, there are hundreds in biotech/pharma. I follow maybe a dozen. Take Infinity, the company has an extremely good management team. But the space they are in is extremely competitive right now. Their lead drug is an HSP90 inhibitor, there are a handful of companies that have HSP90 inhibitors, and damned if I know who has the edge. Well, probably Biogen/ Conforma. And now Kosan has a third generation molecule with chemistry I do not even understand. It is great fun to poke around and learn about an industry, biotech, semis--tech is just great fun. But of course it is really hairy speculating on the movement of the stocks. I got addicted in 1999:-) My impression at the moment is that daytrading is pretty safe, no so much swingtrading. Holding positions, well who knows. I let you know in a month if I made any money with the churning.