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Re: DewDiligence post# 4718

Wednesday, 10/22/2008 11:59:57 PM

Wednesday, October 22, 2008 11:59:57 PM

Post# of 4764
Dew--My current plan is to reinvest a large portion back into LLY. Other than LLY there are a lot of companies that I am considering depending on price.

I want to invest in/add to positions a in European large pharmas--NVS, GSK, and AZN. Currently I only own GSK
I may also add to my Takeda position

The remainder I plan to reinvest in biotechs.
BIIB and possibly GENZ if the price were to come down further
MEDX and Genmab keeping with my antibody theme
Micromet and Ablynx are two earlier stage companies that I am considering
I would not mind adding to my position in ALNY at the right price

Regards,

biophud

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