Blade, >> did very well <<
That sounds like an understatement :o) I'm curious why you continue to have your neck out so far with these bio stocks? Once an investor has really big success, as you have, there is usually a transition to a more conservative style.
Being conservative is on the boring side however. I try to spice things up with some sector ETFs, while keeping fairly strict position limits. You seem to have relatively huge positions, so I hope you aren't 'hooked on the excitement', which can be a slippery slope, as I can attest from past misadventures.