>>Iceberg wins the prize for the most "consensus" portfolio>>
Too bad, I suppose I am already out of the running then. In my defense, I would however like to point out that I was the first one to introduce Cortex (at least in modern times, i.e. last year) into this competition.
My only chance seems to be that the introduction of Cialis expands the US ED market by at least one hundred percent and that Lilly then (after the fact) makes a more than generous offer for Icos.
I was quite surprised to see the huge uptake of Millenniums this year. After all it is already at 5,5 billion US dollars in market cap. Even though the value of the dollar is declining by the day. US-based biotech investors have no idea what we Europeans have to achieve these days just to stay even.
I was equally surprised to find some company in the TTP camp. I thought that would become my tiebreaker.
Eclectic picks--I am surprised! When this started several years ago, the average marketcap of my picks was probably around 100M. This year my average marketcap is 5.4B. So much for trying to mark down a safer, less eclectic entry.
<market correction> that is part of the reason I marked down mostly duller stuff, thinking that in the event of a market correction, something duller would lose less. But then, I own only treasuries these days, and every day I see how much my dollars are down, whoops!