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Re: DewDiligence post# 2323

Tuesday, 11/28/2006 5:47:35 PM

Tuesday, November 28, 2006 5:47:35 PM

Post# of 50054
Dew, Four if you count Teva, which I assume you'll own again at some point (Elbit, GTCB, Idenix, Teva).

In the infectious disease area, I figure Vertex is expensive but a potential homerun stock worthy of a buy and hold position (I owned it back in the teens/20s). GTCB I picked for the long run once they got the European approval, but their over-reliance on the risky sepsis program would seem to make the near/mid term particularly dicey. Abgenix was a previous favorite on my list, but when their P-mab results came out they got bought out by Amgen.

In the non-bio areas, Elbit looks like a very intriguing company. Garmin I added since my dad is a pilot, and he likes their avionics equipment.
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