Monday, December 06, 2004

Biotechs, Part II

Here is a list of my biotechs, the ones I'm holding for a December-January "pop" due to tax loss selling and/or bullish seasonality and/or insider buying:

AGEN
ARNA
CRIS
EXAS
GERN
MEDC
SUPG

5 comments:

ilene said...

Bought some prcs, and, of those you listed, I'm still holding arna, exas, gern (a little, from yesterday) and supg (from long ago). Still trying to find more time for researching.

ilene said...

See dsco? - doesn't look like the market agreed with my assessment of the data -- should I sell some??

Allan said...

Based on today's action and reaction to the Phase II trail data, I'd hold-on tight to every precious share.

ilene said...

Thanks, A, next, take a look at prcs. (Bet you're not busy making tofu dip.) http://www.praecis.com/rd/pipeline.html

Allan said...

Quickie on PRCS: looks cheap vis a vis pipeline and balance sheet, but I'm full up on biotechs after doubling up on AGEN today, good luck.