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Re: gfp927z post# 2666

Tuesday, 12/19/2006 2:55:07 PM

Tuesday, December 19, 2006 2:55:07 PM

Post# of 50793
That said, here's my virtual/imaginary long term bio portfolio, updated for 2007 -

Acorda
Bio-Imaging Technologies
Biomarin
Barr Labs
Celgene
Cortex
Covance
Cubist
Durect
Exelixis
Genzyme
Gilead
Henry Schein
Idenix
Medarex
MGI Pharma
Myriad
Novamed
PDL Biopharma
Senomyx
Spectrum
Stericycle
Teva
Vertex

To round things out I've included a few non-bio names in the above list, though these companies are still medically related (Bio-Imaging, Covance, Henry Schein, Stericycle, Novamed), plus several generics companies (Teva, Barr). I'm currently evaluating/reevaluating some of Dew's ideas (Allergan, Cerus, GTCB, Maxygen, Momenta, Surmodics), plus am checking out a few others like Epix, Hana Bioscience, Northfield, Pharmion.

Would welcome any additional ideas from the board.





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