Biotech Values

[DewDiligence]

FWIW, my 2010 picks in the SI charity contest were as follows:

ACHN 5%
BAX 5%
BMY 5%
BFRM 20%
IDIX 20%
MNTA 20%
MON 20%
SYK 5%

The contest rules require at least 8 picks and each pick must have a weighting of 5-20%.

(Mathematically, these rules imply that every contestant’s portfolio ought to consist of exactly four stocks with a 20% weight and four stocks with a 5% weight, although most contestants use a different allocation scheme.)