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Biotech / Medical : 2013 Biotech Charity Contest -- Ignore unavailable to you. Want to Upgrade?


To: DewDiligence_on_SI who wrote (25)12/31/2012 3:48:57 PM
From: BulbaMan  Respond to of 410
 
Thanks Dew, I’ll use the WI closing prices for both ABT & ABBV.
Happy New Year!
Bulba



To: DewDiligence_on_SI who wrote (25)1/1/2013 7:37:10 PM
From: DewDiligence_on_SI1 Recommendation  Read Replies (1) | Respond to of 410
 
Why? I own all of the charity picks in my real portfolio except EXAS and LPTN, which are simply cheap stocks with upcoming binary events (although EXAS is admittedly not that cheap).

The reasons for owning MNTA, new ABT, ABBV, PFE, and PKI are laid out in siliconinvestor.com .

The reasons for owning XOMA (which I just bought on 12/31/12) are the cheap valuation, the new management team, the recent financing, and the well-conceived phase-3 program in uveitis, which is a bigger unmet need than most investors realize (https://www.siliconinvestor.com/nfvda/boards/read_msg.aspx?message_id=80192133 ). If that weren’t enough, Don Shimoda and the Baker Brothers like the stock :-)

Good luck to all.