Biotech Values

[poorgradstudent]

As we know, prospectively defined endpoints are much better than retrospective musings

For 2005, I'll be holding or looking to add:

osip, imcl, gnvc, telk, ctic, mlnm, gtcb, mygn, arql, acad, medx, eln, exel

Haven't decided what to do with celg yet. I sold it late in the year and will probably sit on the sidelines until the revlimid situation sorts itself out.

I neglected to mention that my biggest percentage winner was eln. However, I had such a small position that it didn't really make much of a dent in the overall picture. Sad...

I'm getting curious about INGN. Something isn't right there. It's my early bet for "Disaster of 2005".