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 Biotech / Medical | Biotech Stock Picking for Charity - 2004


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To: Qualified Opinion who wrote (120)1/9/2004 2:13:02 PM
From: scaram(o)uche
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>> Anyone anticipating a biotechnology stock price correction this year <<

Several, as is the rule.

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To: DNA-Jock who wrote (121)1/9/2004 2:18:53 PM
From: VIXandMore
   of 346
 
Of course I had the most eclectic prize nailed until you posted your portfolio ;)

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To: DNA-Jock who wrote (121)1/9/2004 2:20:05 PM
From: Icebrg
   of 346
 
>>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.

Erik

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To: DNA-Jock who wrote (121)1/9/2004 2:24:34 PM
From: Biomaven
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Iceberg wins the prize for the most "consensus" portfolio

Partly of course because Erik helped establish the consensus. <g>

Peter

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To: DNA-Jock who wrote (121)1/9/2004 2:25:13 PM
From: Mike McFarland
   of 346
 
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!

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To: Biomaven who wrote (126)1/9/2004 2:28:43 PM
From: scaram(o)uche
   of 346
 
>> Partly of course because Erik helped establish the consensus. <<

Yeah.

Some participants gave rationale for their picks. I was ashamed to list a variant of "[Erik or Jim or Tuck or Peter] like it" for most picks.

:-)

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To: scaram(o)uche who wrote (128)1/9/2004 2:33:55 PM
From: Arthur Radley
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You posted.." was ashamed to list a variant of "[Erik or Jim or Tuck or Peter] like it" for most picks."

I picked GENE because you liked it!!

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To: Arthur Radley who wrote (129)1/9/2004 2:35:05 PM
From: scaram(o)uche
   of 346
 
Trickle down from Jim, Peter and WT, sorry.

;-)

Inbred. We needed fresh blood this year, and we're getting it.

:-)

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To: scaram(o)uche who wrote (122)1/9/2004 2:41:03 PM
From: Qualified Opinion
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Richard, I didn't want to enter and win. However, I have my own charities which are in need of money.

Good luck,
Rob

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To: Arthur Radley who wrote (129)1/9/2004 2:57:37 PM
From: the hube
   of 346
 
I've got enough of those eclectic picks in my real portfolio, to which I added some of the thread's consensus picks.

Part of the beauty of this thread.

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