ITMN is my biggest risk investment (all biotechs fit that).
Own FURX and will hold for the CVR.
GILD for a few days was my biggest, sold most of for a nice STCG. Glad to see them buying stock but do not know the pipeline well enough to hold it for long. I follow the HCV-cliff theory.
A few days back I bought PCYC on the selloff and yesterday bought NPSP. The bounce in NPSP stunned me.
It is astonishing what foolish things one can temporarily believe if one thinks too long alone ... where it is often impossible to bring one's ideas to a conclusive test either formal or experimental. J.M. Keynes